Portfolio Director

4 weeks ago

Scottsdale, United States Cardone Ventures Full time

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POSITION SUMMARY

The Portfolio Director will oversee partner operations for clients in specific verticals at Cardone Ventures, with a focus on ensuring partner growth targets are being met. This key leadership role will be instrumental in driving their revenue growth and maximizing the value of our partner ecosystem. The ideal candidate will possess a strong blend of strategic vision and business acumen to drive sustainable growth and create mutual value for our organization and our partners. In order to be successful in this role, knowledge of operations, finance, marketing, sales and HR will be critical in order to advise on decisions that have an impact on the overall department efficiency, and partner success.

ABOUT CARDONE VENTURES

Our mission is to help business owners achieve their personal, professional, and financial goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, disciplined, accountable, transparent, aligned, and results oriented. This company operates nationally and is growing by the day.

OBJECTIVES

  • Oversee the current portfolio from a strategic investment perspective, ensuring the goals and objectives of each partner are established and carried out through the effective management and operation of each relationship
  • Lead the development and execution of a comprehensive partnership strategy aimed at expanding our partner network, identifying new business opportunities, and driving revenue growth
  • Preserve partner retention rate and meet new targets, as identified through organizational annual planning
  • Lead a team of functional experts to deploy, track, and iterate the identified strategies
  • Oversee strategic decisions made by our team from a finance, marketing, sales, operational and HR standpoint to ensure partners have an intentional growth plan
  • Establish efficiency metrics to monitor portfolio performance, regularly analyzing data and trends to identify opportunities for optimization and improvement
  • Establish and administer the department's budget
  • Ensure departmental decisions and project plans such as those for staffing, development, technology efficiency, strategic vendor relationships, and facilities are in line with the organizations business plan and vision
  • Conduct recurring leadership development conversations, developing/coaching team members including bi weekly 1:1s, effectively utilizing incentive payout, and giving performance feedback.

COMPETENCIES

  • Understands business advisory and strategic planning for a large portfolio of partners
  • Proven track record of success in driving business growth and expanding partner relationships
  • Strong levels of business and financial acumen in order to operationalize and scale a client-facing department
  • In-depth knowledge of HR, Finance, Marketing, and Sales to understand how the various functions impact one another and to provide strategic guidance
  • Expertise in sales strategy and partner ecosystem management, with a focus on driving revenue growth
  • Strong analytical skills and data-driven mindset, with the ability to translate insights into actionable strategies
  • In depth knowledge of the inner workings of all reporting departments in order to identify areas for opportunity and quickly solve escalated partner problems

EDUCATION AND EXPERIENCE

  • MBA preferred
  • 10+ years experience in a portfolio management organization

PHYSICAL REQUIREMENTS

  • Prolonged periods of time sitting at a desk or computer
  • Travel required 40%

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with partners, candidates, and partners.

If this position caught your eye, send us your resume For best consideration, include the job title and source where you found this position in the subject line of your email to careers@cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.

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