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Portfolio Director

Company: Delicato Family Wines
Location: Napa
Posted on: May 26, 2023

Job Description:

Position Purpose
This position oversees a team of marketers to establish and achieve long term company goals and objectives for assigned portfolio of brands. To win in Delicato's market segments, this role acts as a thought leader in Marketing, and across the organization, with the ability to foster, mentor, and direct brand teams and cross-functional support groups. This position will also drive the holistic brand strategy and innovation plan for the portfolio, while effectively and efficiently utilizing appropriate aspects of the marketing mix to achieve short and long term brand-building objectives and volume targets.
Functional Responsibility


  • Oversees, directs, and manages departmental activities and team performance
  • Drives and models company culture and holds self, peers, and direct reports accountable for demonstrating a constructive company culture through influential, personal behavior and actions
  • Develops and implements clearly defined operational and individual goals to develop employees, achieve productivity levels, and to attain the company's strategic plan
  • Researches best practices, stays abreast of industry trends, and maintains awareness of regulatory changes to ensure compliance and continually improve operations
  • Executes departmental financial objectives by preparing budgets, scheduling expenditures, analyzing variances, and initiating corrective action
  • Achieves departmental results to ensure the effective delivery of the strategic plan
  • Develops staffing needs; attracts, motivates, and retains a workforce with the appropriate knowledge, skills, and abilities to achieve goals and objectives
  • Promotes and ensures a safe and healthy work environment for all employees
  • Leads the way and prepares departmental staff for success in a continually changing environment
  • Fosters a work environment that encourages creative thinking, promotes flexibility, and drives innovation
  • Addresses employee issues, concerns, and complaints in an objective and confidential manner; notifies HR Business Partner and keeps immediate manager informed as appropriate
  • Ensures compliance and consistent application of company policies, initiatives, and decisions
  • Coaches, guides, and develops direct reports; fully engages in the GPS (Performance Management) process; provides high-quality feedback, and ensures proper GPS documentation of employee performance, recognition, and deficiencies

    Essential Duties

    • Directs and implements the annual and 3 Year Strategic Plan to align with and support the company's overarching strategic imperatives and growth objectives
    • Develops and oversees execution of both short and long term strategic plans and recommendations for the Brand portfolio by using syndicated data, and quantitative / qualitative consumer trend analysis and insights
    • Oversees creation and execution of break-through programs in shoppers marketing, digital, e-commerce, Trade promotions and other consumer focused tactics to build brand equity while differentiating our products within the category
    • Develops compelling consumer-insights driven brand blueprints and unique selling propositions that easily translate into consumer and trade communication strategies and activations
    • Directs and executes insight-based innovations to position the brands for both short-term and long-term success
    • Advocates for the brand by serving as the brand marketing lead and liaison between Sales, Winemaking, Supply Chain, Finance, and Delicato Sr. Leadership
    • Directs development of brand budgets to effectively and efficiently achieve key brand objectives; ensures team is managing Plan spend within budget while assessing ROI metrics for optimization opportunities
    • In conjunction with Finance Team, evaluates Brand P&Ls, price/volume/mix analyses, Annual Plan variances, and corporate finance issues impacting the balance sheet, keeping Sr. Leadership apprised of key issues or opportunities
    • Obtains and synthesizes data on the brand portfolio cross-functionally (Consumer & Strategic Insights, Finance, Sales, Production) to become brand and category subject matter expert within Delicato; proactively identifies and anticipates emerging trends in the marketplace
    • Works closely across Delicato departments to optimize forecasting, supplier management, wine/grape sourcing, and production based on marketing/sales plans and to ensure optimal supply
    • Facilitates Brand Marketing Team collaboration with Marketing Services & Sales organization to ensure all are aligned with annual Brand objectives, strategies and annual execution plans
    • Partners and aligns with the Delicato internal teams to deliver standardized reporting, brand / SKU prioritization and/or rationalization, resource allocation, and Trade initiatives


      *Other duties may be assigned


      Non-Essential Duties
      *Other duties may be assigned
      Minimum Requirements
      Education and Experience


      • B.S. or B.A. required, MBA preferred
      • Minimum 7 years manager level marketing experience leading national brands in the US/International wine/alc bev industry and/or related CPG marketing experience
      • Demonstrated leadership skills with 3-5 years supervisory experience, including the growth and development of staff


        Knowledge, Skills, and Abilities


        • Classical marketing and business / financial acumen as the foundation for managing brands within a strategic framework
        • Ability to act as a brand leader to internal and external constituents given breadth of industry knowledge and experience
        • Seasoned management of all aspects of the marketing mix including pricing, promotion, packaging, products, channel, consumer, creative, as well as competitive analyses and consumer response
        • Strong analytical, problem-solving, creative, and organizational skills, demonstrated by the ability to make timely and sound business decisions
        • Considerable knowledge of table wine styles, winemaking principles and three-tier distributor system
        • Excellent written, verbal, and large group presentation skills
        • High energy with an entrepreneurial drive to succeed
        • Strong attention to detail, ability to multi-task, and takes initiative
        • A passion for wine and the industry
        • Advanced computer skills including MS Excel, PowerPoint, and Word

          Working Conditions

          • General office environment withlimited travel

            Work Standards

            • Acts in a manner reflective of the Company culture of High Moral Standards, Innovation and Continuous Evolution, Trust in Team, Continuous Improvement, and Sustainable Relationships
            • Communicates, interacts, and works effectively with others; receptive to feedback and coaching; voices concerns in a constructive manner
            • Demonstrates commitment to safety first; communicates safety concerns; promotes a safe work environment based on established safety standards and training
            • Follows all Company policies and procedures

              Additional Comments
              Management retains the discretion to add to or change the duties of the position at any time.
              California Pay Transparency Disclaimer: This is aExemptposition.The pay range for this position is $141,277.44to $220,972.56.



              Actual placement within range will be contingent upon a number of factors, including but not limited to the candidate's qualifications, education, experience, internal equity andalignmentwith market data.



              Delicato Family Wines offers its employees a generous and comprehensive benefits package.The core health insurance components include medical, dental and vision, where Delicato covers nearly the entire cost for employees and a large percentage for dependents.Additional health benefits include life, disability and flexible spending accounts.Other benefits include 401(k) with generous company match, discretionary profit sharing, paid time off (PTO), paid holidays, wine & merchandise discounts, tuition reimbursement, gym discounts & many more.



              Delicato Family Wines is an Equal Opportunity Employer.

Keywords: Delicato Family Wines, Napa , Portfolio Director, Executive , Napa, California

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