Portfolio Manager - Port Washington, United States - Palm Bay International

Description

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Taub Family Selections, a Taub family company, was established in 2010 with the mission of importing an exceptional portfolio of fine wines from some of the worlds most highly regarded appellations.

Taub Family Selections focuses on partnerships with premium, terroir driven wines from outstanding properties in the classic regions of Argentina, Chile, France, Germany, Italy, New Zealand, Spain and the United States.

The companys fine wine portfolio is distributed in all fifty states. For more visit

Position Overview:

The Portfolio Manager is a cross-functional, centralized position that serves as a link between our Italian wine suppliers, marketing department and sales network.

The position is responsible for leading business planning (pricing, budgeting, forecasting) and day-to-day management (sourcing, tactics, relationship management) of an assigned portfolio of brands.

The role requires strong negotiation skills and interpersonal dexterity to manage portfolio and brand performance on both the supply and sales side.

The position reports to the Director of Portfolio Management.

Location:
Port Washington, NY (Hybrid 3 days in office)


Responsibilities/Essential Functions:
Establish strong relationships with wine suppliers, sales force & distributor network.
Develop business plan across portfolio of brands, in line with overall company goals, sales targets and budgets.

Lead tactics and activities for each brand assigned across portfolio, in collaboration with the supplier and sales & marketing team.

Follow through with sales team to drive execution of tactics and activities within national and local programs.
Deliver incremental revenue via budget optimization, while maintaining & growing distribution and volume.
Create efficiencies in promotional and operational expenditure, resulting in superior sales, profits and cost performance.
Prepare periodic business reviews with suppliers, sales and distributor networks.
Maintain flexibility to change and re-direct goals, tactics and spending levels as necessary.
Forecast and manage inventory levels efficiently to meet market demand.
Develop plan to launch new products and portfolios with launch programming, tactics & tools.
Partner with marketing & public relations to develop, execute and monitor effective brand programs.
Collaborate with pricing department to ensure effective price positioning and sales resources.
Sell in and customize company initiatives upstream and downstream across the three-tiered system.


Educational Qualifications & Experiences:
Bachelors of Business Administration in finance, marketing or related field and 5-7 years of experience in the CPG/Wine industry.
Fluency in Italian required
A working knowledge of the wine industry in relation to the import function, preferred.

A clear understanding of the three-tiered system and the regulated nature of the industry with a focus on legal compliance strongly preferred.

Ability to act tactically in the performance of the job.
Experience influencing others without authority needed internally and externally to succeed in this position.
Effective communication, collaboration and follow through with key stakeholders (management team; sales team; marketing team; supplier team; pricing team; logistics team, etc.)
Completion of projects/tasks assigned on time and delivery of full scope assigned.
Proven strong interpersonal skills, working across functional areas in a fast-paced business environment.
Strong communication ethic in getting back to customers, suppliers and internal company personnel.
Facilitate knowledge and process sharing across the organization.
Demonstrated ability to multi-task and prioritize workload, while keeping in check quality and time constraints.
Ability to manage and measure workload and keep senior management informed of all issues/ developments.
Ability to develop and interpret reports evaluating the performance of business functions and initiatives.
Support the companys leadership with needed information regarding the state of the business to facilitate decision-making.
Experience with business process development and continuous improvement in the managing of day-to-day business.
A sense of positive urgency in executing everyday responsibilities.
A fluent knowledge of MS Office and end user enterprise planning systems such as Cognos and Sharepoint.


Competencies:
Priority setting
Tactical execution
Inter-personal savvy
Managing & measuring work
Customer focus
Drive for results
Process orientation
Personal learning
Knowledge management
Motivating others

Time Spend:

30-35% Field

US Travel
5-10% Supplier visits

Foreign Travel
60% Office


Benefits Overview:

Taub Family Selections offers a competitive compensation package including medical, dental, vision, life insurance, 401(K), paid vacation, personal time off and 11 paid company holidays.

Taub Family Selections is an equal opportunity employer.
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