Bruce Sheinhaus Email and Phone Number

Marketing Strategy, Relationship Management, Business Development, Product Management and Marketing professional with proven track record of exceeding sales goals and client expectations through the development of strategic business plans that result in long-term partnerships while protecting the financial resources of the company. Deliver outcome based solutions that align client and company interests. •Client Relationship Management: retirement plan sponsors (higher education, Fortune 500, state retirement systems), 529 college savings plan sponsors, and Foundations and Endowments.•Sales Management: Grew four 529 programs from launch to in excess of $3 billion in assets. Managed and motivated five non-commissioned sales consultants in the implementation and execution of a multi-channel marketing effort that included employer, financial influencer and community channels. Consistent track-record of achieving sales goals. •Client Management: End-to-end management of client relationship. Develop consultative relationship with clients resulting in aligned interests of organizations. Extensive experience in leading cross-functional teams in support of client and organizational goals. •New Business Development: Created and implemented RFP management process to improve quality and timeliness of responses. Enhanced effectiveness of finalist presentations through multi-media programming.Oversaw RFP team that won $1.6 billion state mandate with annual cash flows in excess of $300 million after business area had lost three major clients. •Strategic Partnerships: Researched, developed business plans, negotiated contract terms and managed relationships to ensure resources were used effectively and assets were maximized. •Legislative Activities: served as a resource in legislative matters including drafting of legislation and meeting with government leadership to gain sponsorship and support.Specialties: Extensive experience, responsibility, and success leading cross-functional teams in support of 403(b), 401(k) and 529 clients in areas such as: Product Development, Reporting, Direct Channel Distribution, Branded Properties and Events, Sponsorships, Promotions, Community Outreach, Strategic Partnerships and Public Relations.