Wine and Spirits Portfolio Manager

Wine and Spirits Portfolio Manager

Norwood, MA

Description

The Wine & Spirits Portfolio Manager is focused on portfolio strategy, pricing, forecasting, and supplier management. This position plays a critical operational and analytical role in driving brand profitability and execution through close collaboration with internal teams.

Key Responsibilities

• Serve as the internal owner of assigned supplier portfolios.
• Maintain strong, collaborative relationships with supplier partners and internal leadership.
• Develop and execute supplier programs, incentives, and strategic initiatives.
• Communicate all approved programs to Purchasing, Sales Operations, and Finance with clear timelines and forecasts.

Pricing Strategy & Financial Coordination

• Lead pricing strategy, margin analysis, and competitive positioning for assigned portfolios.
• Coordinate with Finance and Purchasing to implement pricing programs, incentives, and supplier support.
• Ensure timely and accurate communication of all pricing changes and promotional activity.
• Support profitability targets through disciplined pricing and cost management.

Depletion Forecasting & Inventory Management

• Forecast depletions based on historical data, promotional calendars, and market trends.
• Partner with Purchasing and Logistics to ensure inventory levels support planned programming.
  
  Monitor sell-through and inventory performance and adjust forecasts as needed.

Budget, Vendor & Data Management

• Own supplier gross profit performance and budget tracking.
• Manage compliance with credit terms.
• Oversee item setup and maintain accurate, up-to-date supplier item data in ERP systems.
• Ensure operational accuracy across pricing, SKUs, and supplier records.

Cross-Functional Internal Collaboration

• Act as a key internal partner to Sales, Operations, Finance, and Creative Services.
• Provide reporting, insights, and planning support to the field sales team.
• Balance long-term portfolio strategy with daily operational priorities.

Essential Skills & Competencies

• Strong supplier relationship management in an operations-driven role.
• Advanced pricing, margin analysis, and financial modeling experience.
• Proven ability to forecast depletions and manage inventory planning.
• High level of organization and attention to detail across multiple suppliers and deadlines.
• Ability to manage complex workflows without direct customer interaction.
• Comfortable working behind the scenes to support sales and supplier execution.
• Adaptable, analytical, and process-oriented mindset.
• Excellent communication and collaboration skills across internal stakeholders.

Qualifications

• Bachelor's degree in Business Administration or related field preferred.
• 10+ years of brand or portfolio management experience in the spirits industry.
• Beverage alcohol distribution experience required.
• Strong understanding of pricing structures, supplier programming, and inventory management.
• Proficiency in Excel, Power BI, and ERP systems.

Travel Requirements

Occasional travel for supplier meetings, tastings, and internal events.

Benefits

• We offer a Comprehensive Benefits Plan that includes the following:
• Medical & Dental Insurance
• Vision Coverage
• Paid-Time-Off Program
• Fidelity Investments 401k
• Disability, Life, Accident & Illness Insurance Packages
• Discounted Fitness Memberships
• Free & Discounted Work/Life Resources
• Career Advancement Opportunities
• On-Demand Professional & Leadership Development Through M.S. Walker University

Who we are

Founded in Boston in 1933, M.S. Walker is a 5th-generation, family-owned wine and spirits importer and distributor, a spirits bottler, and a national supplier. We serve On-Premise and Off-Premise establishments throughout the Northeast, with direct operations in Massachusetts, New York, New Jersey and Rhode Island and brokerage operations in Maine, New Hampshire and Vermont. We represent a budding portfolio of wine and spirits nationwide, including our own brands, and we strive to offer the most prestigious portfolio in the industry.

M.S. Walker has built our foundation and future on our people - our employees are truly our greatest asset. Our company boasts a diverse pool of exceptionally special team members who each bring their unique skills and experience to the organization.

Mission Statement

Since 1933, our mission has been firmly rooted in our core values of family, integrity, respect, honesty, and hard work. We are deeply committed to upholding these principles for our team members, customers and suppliers alike. We seek to build and maintain long-lasting relationships based on trust and reliability. By honoring our heritage and embracing innovation, we aim to continuously improve and adapt to meet the evolving needs of our industry, while responsibly contributing to the communities we serve.

Together, we strive to elevate the spirit of hospitality and foster a vibrant and respectful culture in all facets of the organization and beyond.

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