Bruce Hoffmann Email & Phone Number

Los Gatos, Ca, Us

Dublin, Oh, Us

Kansas City, Mo, Us

New York, Ny, Us

> Responsible for the overall marketing vision of the organization, focusing on strategic marketing, marketing analytics, marketing communications, interactive marketing and product development.> As part of Sentinel's executive team, worked alongside senior leadership in the development of the firm's growth strategy, including M&A activity.> Major rebranding effort unveiled in June 2007 to increase awareness and reputation of 75-year-old Sentinel as a leading investment manager, transforming Sentinel Funds into Sentinel Investments and introducing "The Essential Elements of Investing."> Successfully integrated the Citizens Funds sustainable investing platform in April 2008.> Led teams focused on RFP fulfillment, data aggregation and automation, web development, and improving internal communications.> Recognized by Institutional Investor in 2009 as a Fund Marketer of the Year finalist.

Baltimore, Maryland, Us

> Provided strategic leadership and oversight of marketing and communications initiatives supporting the sales, client service, and consultant relations teams.> Generated market and client insight by identifying research needs and research partners, interpreting and presenting results and making strategic recommendations to improve T. Rowe Price’s approach to the institutional market.> Lead the development and implementation of a cohesive marketing collateral strategy in order to extend the reach and effectiveness of the sales, client service, and consultant relations teams.> Managed the competitor analysis protocol, including product positioning analysis versus leading competitors, identified competitive strengths and weaknesses, and recommended areas of focus for sales and retention efforts.> Lead implementation of ongoing business unit PR strategy.> Ensured a high degree of coordination with the business unit and the shared service organizations.> Drove strategic and executional coordination to ensure that institutional messaging was consistent around the globe, and leveraged best practice tactics across geographies.

Shawnee Mission, Ks, Us

> Directed the development and implementation of marketing communications programs for Ivy Funds and the Waddell & Reed Advisors mutual fund family.> Created brand positioning and value proposition for Ivy Funds, introducing the "Opportunities Await You" theme.> Developed marketing campaigns aimed at key broker/dealer relationships to enhance recognition of Ivy Funds on recommended lists and fund platforms, including value-added programs supporting business development ("The Ivy Funds-Sarano Kelley Game").> Supported the prospecting and retention efforts of Waddell & Reed financial advisors through collateral focusing on financial planning, retirement plans, investments, and insurance and annuities.

Boston, Massachusetts, Us

> Led the marketing communications effort for the Nations Funds family of funds and other investment products available through Banc of America Capital Management.> Directed marketing communications personnel in the development of sales promotion programs and collateral to support mutual funds, offshore funds, variable annuities, fixed annuities, separate accounts, alternative investments, charitable giving and 529 college savings plans.> Worked to build strong brand presence and designed umbrella strategy to promote capabilities of multiple investment managers, resulting in the "Managers of Distinction" positioning.> Designed value-added programs focused on practice management and portfolio construction for investment professionals in proprietary bank channels and non-proprietary broker/dealers.> Leveraged bank sports marketing relationships to create client appreciation and prospecting opportunities with the NFL, MLB, NBA, NHL and PGA.

Boston, Ma, Us

> Defined and directed sales promotion efforts through key retail and institutional channels.> Managed a team of three marketing channel managers and supporting project managers.> Initiated new product marketing rollouts.> Overhauled fund literature system.> Implemented automation of quarterly fund fact sheets.

Atlanta, Ga, Us

> Managed a staff of senior and junior financial writers in the creation and maintenance of sales literature for more than 30 AIM Funds.> Supported product management in new product development efforts and quarterly marketing initiatives.> Supervised the Company’s consumer advertising program, including an advertising support manager dedicated to tracking media, analyzing budgets, generating merchandising opportunities and fulfilling wholesaler co-op ad requests.> Met with national sales managers and wholesalers to develop new sales ideas.> Ensured that all fund-specific literature had a consistent look and marketing message to continue AIM’s competitive advantage in the marketplace.> Assisted in gathering proprietary market research through broker and investor focus groups.

New York, Ny, Us

> Developed marketing strategies to increase awareness of State Street Research in the retail marketplace.> Directed product focus campaigns and new fund launches.> Analyzed competitive market research data to develop recommendations on both new and existing products.> Created product-support and cross-selling programs.> Defined the Firm’s advertising strategy, objectives and budget.> Managed associate product managers in the creation of all product collateral, including brochures, shareholder reports, broker mailings, statement stuffers and sales ideas.

Boston, Ma, Us