Portfolio Manager- MNY

Opici Family Distributing; New York (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player in the wine and spirits sector is seeking a dynamic Portfolio Manager to oversee multiple supplier portfolios. This role involves developing business plans, managing pricing strategies, and collaborating with the sales organization to achieve financial objectives. With a focus on fine wines and spirits, the ideal candidate will possess strong communication skills and a passion for the industry. Join a family-owned business with over a century of experience and contribute to creating extraordinary experiences through superior products and service.

Benefits

Health and welfare packages

401k with company match

Paid time off

Holidays

Qualifications

• Bachelor’s Degree or 5+ years in Fine Wine or Spirits.
• Strong computer skills and excellent communication abilities.

Responsibilities

• Develop business plans aligned with company goals and sales targets.
• Manage pricing strategies and educate the sales organization.

Skills

Sales Management

Financial Planning

Communication Skills

Relationship Building

Computer Skills (Excel, Outlook, Word, PowerPoint)

Education

Bachelor’s Degree

5+ years of related industry experience

Tools

Diver

IDIG

Job description

Join to apply for the Portfolio Manager- MNY role at Opici Family Distributing.

OPICI Family Distributing, a family-owned business in wine and spirits for over 100 years, is currently seeking a San Antonio Portfolio Manager. This is an excellent opportunity to join our team and be part of the OPICI VISION: To create extraordinary experiences through superior products and service from our family to yours.

Position Summary

The Opici Group is looking for a dynamic Portfolio Manager to work with a family-owned company and represent fine wines and spirits from all over the world.

Open Position

Responsible for the sales and financial management of multiple supplier portfolios in New York, including planning, pricing, programming, inventory management, and joint meetings. Requires a Bachelor’s Degree and/or 5+ years of related industry experience. Strong computer/technology skills and high communication skills are essential.

Duties and Responsibilities

1. Develop business plans across the portfolio of brands, aligned with company goals, sales targets, and budgets. Regularly track and update sales programs and goals.
2. Build and develop financial plans for the portfolio, including sales and profitability objectives.
3. Manage pricing strategies to ensure effective price positioning and sales resources.
4. Educate and motivate the sales organization regarding the portfolio.

Qualifications

• Bachelor’s Degree (BA) from a four-year college or university, or 5+ years of related industry experience, with a focus on Fine Wine or Spirits.
• In-depth understanding of off-premise and on-premise accounts, KPIs, trends, and consumer insights.
• Excellent communication, relationship-building, and management skills.
• Passion and knowledge of fine wine & wine regions, plus credentials like CSW, WSET III+, or similar are a plus.
• Strong computer skills (Excel, Outlook, Word, PowerPoint); familiarity with Diver, IDIG is a plus.

Compensation & Benefits

Salary is determined by experience. Eligible for health and welfare packages, 401k with company match, holidays, and paid time off.

Additional Details

Department: Sales

Type: Full Time

Location: New York-Metro NY

Seniority Level

• Mid-Senior level

Employment Type

• Full-time

Job Function

• Finance and Sales

Industry

• Beverage Manufacturing