Portfolio Manager

About Mexcor

Established in 1989, Morales Capital Group, is a portfolio of companies including MBG, Mexcor International, MFI, Globalternative Solutions, VivaVerse, and Viva Center. It is a primarily a family-owned, multi-generational importer & distributor of alcohol beverages headquartered in Houston, Texas. Founded by Celia Villanueva and joined by her son Eduardo Morales in 2014, MCG has grown to be the 3rd largest alcohol beverage distributor in Texas, the 4th largest spirits distributor in Florida and 6th in California. MCG has cultivated and established a network of partnerships with over 140 regional distributors and control states resulting in reach and presence in all 50 states in the US. MCG offers a carefully curated, diverse portfolio of top-quality brands sourced from all over the world and strives to provide exceptional levels of service to our business partners every day.

We are guided by our primary PURPOSE, our CORE VALUES and our RESPONSIBILITIES towards our ASSOCIATES, CUSTOMERS, SUPPLIERS & COMMUNITY.

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.

Morales Beverage Group provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This EEO policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Employment with Morales Beverage Group is at will. This means employment is for an indefinite period of time and it is subject to termination by you or Morales Beverage Group, with or without cause, with or without notice, and at any time.