Portfolio Manager

Morales Beverage Group

• $80K — $120K *
Food & Beverages
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 5 years of experience in the alcoholic beverage industry.
  • Strong persuasive presentation skills for diverse audiences.
  • Bachelor's Degree preferred; equivalent experience can be considered.
  • Regular, consistent attendance with flexibility for irregular hours and weekends is essential.
  • Ability to manage physical demands such as lifting up to 35 lbs.

Responsibilities

  • Lead and oversee the company's portfolio management to align with strategic goals.
  • Build and nurture relationships with key Supplier Partners.
  • Communicate supplier expectations and align departments to meet them.
  • Collaborate with Executive and Sales Leadership on brand objectives.
  • Manage pricing and programming across spirits, beer, and sake portfolios.
  • Market portfolio information to internal sales teams to drive demand.
  • Analyze portfolio for growth opportunities and product rationalization.

Benefits

  • Comprehensive benefits package for full-time employees.
Full Job Description
Morales Beverage Group seeks a Portfolio Manager. We have a competitive compensation package with a wide range of benefits for full-time employees.

JOB DESCRIPTION

Reporting to the Vice President Portfolio, the Portfolio Manager builds and sustains strong partnerships with suppliers while serving as the primary liaison for brand standards, programming, and expectations across the organization. This role drives portfolio profitability by overseeing pricing, financial support, and sales incentives, while ensuring alignment with company goals and supplier strategies. Responsibilities include managing product launches, optimizing inventory and supply chain needs, and analyzing product performance to guide growth opportunities and rationalize underperforming items. By communicating clear go-to-market strategies, marketing initiatives, and performance insights to internal teams, the Portfolio Manager ensures consistent demand generation, market execution, and long-term portfolio success.

MORALES BEVERAGE GROUP VALUES

  • All-In: Being Accountable; If it's to be, it's up to me.
  • People: Growing and building partnerships within a family dynamic.
  • Future Thinking: Innovative and disruptive in our approach.

DUTIES AND RESPONSIBILITIES

  • Provide strategic leadership and oversight of the organization's portfolio management function, ensuring alignment with corporate goals and long-term growth objectives.
  • Develops and maintains long-term relationships with key Supplier Partners; including Regional and National Sales Managers, Brand Ambassadors and other gatekeepers/influencers.
  • Has a strong understanding of supplier's expectations, focus items, market supports, brand standards and is the main conduit for this information being communicated so all departments are aligned and can work together to exceed expectations.
  • Works in conjunction with the Executive Team and Sales Leadership to establish the company's agreed upon brand specific quarterly and annual goal objectives as it relates to the portfolio(s) they manage.
  • Responsible for all portfolio pricing and programming, with focus on spirits, beer, and sake portfolios, to ensure alignment with overall company profitability standards. This includes, but is not limited to, acquiring supplier financial support and managing supported programs for all channels.
  • Markets to internal customers (Sales Management/Sales Representatives/ KAM's, Specialists) by communicating relevant Portfolio information. This includes programming and development initiatives and go-to market strategies with the intention of creating consistent demand for and depletion of the portfolio(s) they manage.
  • Analyzes portfolio development as it relates to opportunities of growth and recommends new brands and product elimination to align with the Company's overall growth strategy.
  • Manages and executes successful new product launches including item setup/pricing, updating marketing materials (website, social media, portfolio) and communication to the Sales Team to insure customer retention and engagement.
  • Provides an ongoing business analysis of products/ profitability/ inventory/ product turns/ aged inventory to include quarterly and yearly business review and planning.
  • Creates and implements sales incentive structures for sales management and sales teams.
  • Supply Chain Management - Ensure appropriate inventory, and manage product turns in concert with the purchasing team. Manage new vendor and item set ups, special order items where appropriate, increased inventory needs for market programs, trends, and National account programs.
  • Works with suppliers on market calendar availability and frequency of time in market and communicates focus items, event expectations and trade investments. Executes in conjunction with statewide and regional sales management

BEHAVIOR & COMMUNICATION EXPECTATIONS

  • A high level of professionalism and confidentiality is crucial to this role
  • Establish and maintain effective working relationships with staff, department leaders and executive leadership with the purpose of:
    • Always being approachable
    • Being known as a trusted resource for knowledge and guidance
  • Desire to deliver excellence - Always looking for the very best product in what we do
  • Living Above the Line - Exhibiting ownership, accountability and responsibility
  • Engaged - Ensuring we all care about MBG and the work we do, from the top - down
  • Responsive - We do what we say in a timely manner
  • Respected - As professionals, we are known for accuracy in all we say and do
  • Confident - Trust in our ability to be successful and make good decisions

COMPETENCIES

  • Customer Focus: Dedicated to meeting the expectations and requirements of customers, ensuring high levels of satisfaction and fostering strong relationships.
  • Negotiating: Skilled at negotiating with clients to secure favorable outcomes, understanding customer needs, and aligning them with company goals.
  • Drive for Results: Demonstrates a strong commitment to achieving business targets and consistently pushes for excellence in performance.
  • Time Management: Effectively manages time by prioritizing tasks, meeting deadlines, and balancing multiple responsibilities efficiently.
  • Interpersonal Savvy: Relates well to all kinds of people, building constructive and effective relationships, and is adept at navigating through complex interactions

QUALIFICATIONS

  • A minimum of 5 years' experience in alcoholic beverage industry is required
  • Strong persuasive presentations skills, including the ability to speak before large audiences both internally and externally.
  • Attendance is an essential job requirement defined as having regular, consistent, reliable, punctual and predictable attendance including the ability to work regular hours and shifts, before and after hours, and on weekends, when required.
  • Bachelor's Degree preferred. An equivalent combination of education and experience that is determined to be directly related to the foregoing specified requirements may be considered for substitution.
  • Physical demands with activity or condition for a considerable amount of time may include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor)
  • Physical demands with activity or condition may include walking, bending, reaching, standing, squatting, and stooping
  • May require lifting/lowering, pushing, carrying, or pulling up to 35 lbs.


Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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