Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Manager

Full-time

Ruby Wines Inc Ruby Wines Inc

Job Description:

Portfolio Manager -
Job Description Summary:

Family-Owned, growth-oriented wine and liquor wholesale distributor seeks Portfolio Manager. The correct candidate will have experience in fine wine and liquor with experience on both the distributor and supplier side. Additionally, we are looking for a candidate with over five years’ experience in the wine and liquor industry and at least one year of sales experience. Must be prominent in the market, and a knowledgeable sales professional. We are looking for a candidate who has strong communication skills and can build momentum with the salesforce as well as with on-premise and off-premise accounts throughout the Massachusetts market; while focusing on expanding the footprint of the supplier portfolio. Must be willing to visit accounts throughout the state.

Job Description:
KEY RESPONSIBILITIES:
• Work with sales leaders to confirm supplier sales goals; communicate supplier goals; and track key supplier programs to keep the sales force informed.
• Develop brand plan calendars and incentives to drive sales and communicate progress and program execution.
• Updates and maintains sales forecasts on key brands and suppliers to cover programs, including ensuring proper inventory levels.
• Manage Pre-Sells, and Allocated Items, as needed, for the assigned portfolio.
• Coordinate and manage supplier review meetings, provide written meeting recaps, and communicates follow-up steps internally and externally.
• Manage POS orders to support market programs, coordinate new item set up and launches for all sales divisions.
• Maintain current list of supplier portfolio contacts.
• Survey market with sales management and supplier partners to monitor execution of programs and identify market opportunities on a regular basis.
• Attend key meetings with sales leadership and assigned suppliers. Conduct and lead key meetings and business reviews.
• Identify real and potential portfolio problems and troubleshoot issues for solutions.
• Perform other related duties and responsibilities as needed or as assigned.

QUALIFICATIONS:
• Bachelor's degree from a four-year college or university is required.
• 3 or more years of related sales experience. Three or more years in a business environment with a beverage alcohol wholesaler or supplier is required. A combination of sales, portfolio management or finance experience preferred.
• Microsoft Excel and PowerPoint skills required. Experience with manipulating large amounts of data as well as the ability to quickly learn new systems/tools is necessary.
• Excellent presentation, organizational, analytical, interpersonal and negotiation skills required.
• Ability to create, maintain and build professional relationships.
• Decisive and creative problem solver, with bias for action.

Benefits:
MGBHP health Insurance
Blue Cross Dental
Company Paid Life and Short Term Disability
Profit Sharing
401K

Create a Job Alert

Receive an email alert when similar new jobs are posted. It's free, fast and easy.

Create Alert
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Avon, MA vacancy
  •  ...making, and community impact.With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the...  ...build meaningful, long‑term careers.Reporting to the Construction Portfolio Team Manager the Construction Portfolio Manager is a credit... 
    Suggested
    Contract work
    Local area

    Rockland Trust

    Brockton, MA
    2 days ago
  •  ...making, and community impact.With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the...  ...long‑term careers.Rockland Trust is seeking an experienced CBUD Portfolio Manager to join the Business Banking Portfolio Management team... 
    Suggested
    Local area

    Rockland Trust

    Brockton, MA
    2 days ago
  •  ...About this Role The Portfolio Manager is a critical operational role responsible for executing daily portfolio management and trading activities for AIM's sub-advisory clients. Working under the supervision of the Director, Head of RIA Portfolio Management, you will manage... 
    Suggested
    Work from home

    Apex Fintech Solutions LLC

    Bridgewater, MA
    20 hours ago
  • Schochet is now accepting resumes for an experienced Portfolio Manager. We are an expanding property management company that offers excellent career advancement and an exciting chance to be part of a diverse team!The Portfolio Manager will oversee multiple sites within... 
    Suggested

    Schochet-1

    Braintree, MA
    4 days ago
  • $155.13k - $232.69k

     ...partners, colleagues and communities. Learn more about who we are at Point32Health.Job SummaryThe Cyber & Information Security Portfolio & Program Manager serves as a senior, trusted advisor to the Chief Information Security Officer (CISO) and is a core member of the Cyber &... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Work from home

    Point32Health

    Canton, MA
    3 days ago
  •  ...within an assigned geographic market. This position develops, manages and expands relationships with small business customers and prospects...  ...growth objectives and maintain a high-quality loan and deposit portfolio. Essential Job Responsibilities The essential... 
    Work experience placement
    Work at office

    North Easton Savings Bank

    Randolph, MA
    20 hours ago
  • $300k - $400k

    The Portfolio Manager and Analyst will lead the construction, oversight, and performance of an international equity portfolio across developed and emerging markets. This individual will generate differentiated investment insights, drive portfolio positioning consistent... 
    Flexible hours

    Hirebridge

    Bridgewater, MA
    20 hours ago
  •  ...Description: Position Summary The Commercial Portfolio Manager II is responsible for the independent management and administration of assigned C&I commercial relationships. This role partners closely with Commercial Relationship Managers and Credit Administration... 
    Work at office

    North Easton Savings Bank

    Raynham, MA
    4 days ago
  • Apex Fintech Solutions, based in Bridgewater, MA, is seeking a Portfolio Manager to oversee daily trading and portfolio management activities. The role involves executing trades, ensuring compliance with regulations, and analyzing market data. Ideal candidates will have... 

    Apex Fintech Solutions

    Bridgewater, MA
    4 days ago
  • $120.96k - $181.44k

     ...of services, including Finance, Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more. The Senior Program Manager serves as a senior execution leader within the Transformation Program Operations team, accountable for ensuring that ADUSA\'s most... 
    Full time
    Work at office
    Remote work
    Flexible hours

    ViziRecruiter,LLC.

    Quincy, MA
    1 day ago
  • $300k - $400k

    Hirebridge is seeking a Portfolio Manager and Analyst to lead and manage an international equity portfolio. This role involves conducting extensive research to identify high-quality growth companies and representing the investment strategy to stakeholders. Ideal candidates... 

    Hirebridge

    Bridgewater, MA
    20 hours ago
  • Schochet Companies is seeking an experienced Portfolio Manager to oversee a portfolio of 10 to 15 scattered properties, primarily in the Greater Boston area with many subsidized units. You will lead on-site managers, ensure performance, compliance, and resident satisfaction... 

    Schochet-1

    Braintree, MA
    4 days ago
  • Dedham Savings is seeking a Credit Portfolio Manager I to support credit analysis for complex Commercial Lending relationships and help manage portfolio administration activities including annual reviews, covenant testing, and risk rating accuracy. The role partners with... 

    Dedham Savings

    Dedham, MA
    1 day ago
  • $74.2k - $99.3k

    The Credit Portfolio Manager I is responsible for providing credit analysis support for significant and complex Commercial Lending relationships and supporting portfolio administration activities, including annual review monitoring, financial covenant testing, loan maturities... 
    Bank staff
    Work at office
    Local area
    Flexible hours

    Dedham Savings

    Dedham, MA
    1 day ago
  • North Easton Savings Bank in Massachusetts seeks a Commercial Portfolio Manager II to independently manage and service selected C&I relationships, focusing on investor and owner-occupied CRE. You will analyze credit, monitor performance, and coordinate with Relationship... 

    North Easton Savings Bank

    Easton, MA
    4 days ago
  • North Easton Savings Bank is seeking a Commercial Portfolio Manager II to independently manage CRE portfolio relationships and servicing in a dynamic banking environment. You will perform credit and cash flow analyses, monitor covenants, and support underwriting of owner... 

    NESB-Career-Page

    South Easton, MA
    4 days ago
  • North Easton Savings Bank is seeking a Commercial Portfolio Manager II to independently oversee assigned C&I relationships, partnering with Relationship Managers and Credit Administration to maintain portfolio quality and timely servicing for borrowers across multiple industries... 

    NESB-Career-Page

    South Easton, MA
    1 day ago
  • Ahold Delhaize USA is seeking an experienced Portfolio Manager to lead large, high‑risk strategic projects. You will coordinate with Strategy Managers, PMOs and executive sponsors to guarantee value delivery within time, scope, and budget. You will partner with the ADUSA... 

    ViziRecruiter,LLC.

    Quincy, MA
    20 hours ago
  • The Salvation Army USA Eastern Territory is seeking a Staff Accountant to handle all phases of accounting related to DHQ Monitored Funds. The role requires a Bachelor's degree in Accounting or Finance and significant experience in the field. The position offers an excellent...

    The Salvation Army USA Eastern Territory

    Canton, MA
    20 hours ago
  • Tier4 Group is seeking a Project Funding Manager to drive strategic data and technology initiatives in healthcare and local state programs. You will secure and manage federal funding, oversee budgets, forecasts, and CMS submissions, and ensure compliance with APD requirements... 
    Local area

    Tier4 Group

    Quincy, MA
    4 days ago
  • Project Funding Manager (PFM) to support strategic data and technology initiatives within the healthcare & local state initiatives. This role is responsible for securing, managing, and maintaining federal funding for major technology investments. The Project Funding Manager... 
    Contract work
    Local area

    Tier4 Group

    Quincy, MA
    4 days ago
  • $90k - $157.5k

     ...administrative fund services to both Hedge Fund and Private Equity managers within our Alternative Investment Solutions business group....  ...funds that have closed end structures and a variety of portfolio investments. This opportunity uniquely offers candidates the opportunity... 
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Quincy, MA
    2 days ago
  • $90k - $157.5k

     ...1, Associate 2, Officer, Senior Assoc. and/or Senior Staff).· Manage internal workflow and client deadlines.· Manage client relationships...  ...quarterly and annual financial work paper packages including portfolio schedules, accruals and partner capital allocations.· Review... 
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Quincy, MA
    3 days ago
  •  ...with a client in Massachusetts to hire a Systems Administrator to administer, secure, and improve Microsoft 365, Azure, endpoint management, and identity environments. You will own day-to-day infrastructure operations, resolve complex issues, automate processes, and document... 

    LABUR

    Hingham, MA
    3 days ago
  • Point32Health is seeking a Cyber & Information Security Portfolio & Program Manager to serve as a senior advisor to the Chief Information Security Officer. You will provide end-to-end portfolio oversight, align initiatives with risk priorities, and drive governance, reporting... 

    P32HS Point32Health Services Inc

    Canton, MA
    2 days ago
  • $170k - $252.5k

     ...produced accurately, on time, and to the highest standard of control, governance, automation and client expectation through both active management and participation in critical processes.Why this role is important to us?Fund accounting is a core service within Investment... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    State Street Bank

    Quincy, MA
    4 days ago
  • $170k - $252.5k

     ...This role is critical given the scale, complexity, and strategic importance of the client within our Global Delivery model. The Managing Director will be the senior accountable owner for Fund Accounting service excellence, with clear accountability for operational execution... 
    Temporary work
    Flexible hours

    State Street

    Quincy, MA
    20 hours ago
  • $80k - $140k

    As an Assistant Vice President within the U.S. Proposals Management team within State Street Investment Management Client Coverage Group (CCG), you will take an active role in the business development process, with responsibility for managing the end-to end process of... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    State Street Bank

    Quincy, MA
    1 day ago
  • $70k - $122.5k

    State Street in Quincy is seeking a team manager to oversee day-to-day operations in Fund Accounting. The ideal candidate will have at least 5 years of related experience, including supervisory roles. Strong knowledge of securities and effective interpersonal skills are... 

    State Street

    Quincy, MA
    20 hours ago
  • Senior Mortgage Advisor Our client is an independent mortgage banker, seeking a Senior Mortgage Advisor to expand the five county market. The successful candidate will partner with the company's regional leadership that has successfully delivered captive lending solutions...

    The EMAC Group

    Quincy, MA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!