POSITION SUMMARY
The Portfolio Director leads 3-4 client advisory and consulting teams of the Strategic Business Unit, with a focus on client strategy, business target attainment, team member performance and professional development. This key leadership role manages 9-12 direct reports and 45-60 SBU clients. The ideal candidate possesses a strong blend of business and financial acumen, problem solving, consultative communication and leadership to drive sustainable growth and value for the organization and assigned clients.
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.
SUCCESS LOOKS LIKE
- Elevating the satisfaction of SBU clients through improvements to their revenue, profitability, and operating cash balances, ultimately increasing client retention
- Leveraging data and their professional experience to effectively prioritize, problem solve and communicate guidance to team members, in support of their advisory and consultative work.
OBJECTIVES
- Lead a team of Operations, Marketing & Finance Advisors to deploy, track and iterate identified strategies and tactics for the client, as part of an intentional growth plan
- Leverage monthly financial reporting to provide strategic recommendations to protect and improve revenue streams, gross margin rates and operating expenses in an effort to devise forward-looking strategies and areas of opportunity
- Serve as the next point of escalation beyond the Advisors for any client concerns that relate to their experience in the SBU
- Monitor department metrics and key performance indicators (KPIs) and metrics to assess operational performance and identify areas for improvement.
- Provide coaching and support to Advisor teams to improve collaboration, elevate client strategy, and overcome roadblocks to client business growth
- Support and enhance team member performance through coaching, bi-weekly 1:1s, performance feedback and incentive compensation
- Implement continuous improvement initiatives as directed, to enhance department processes, workflows, and productivity
COMPETENCIES
- Understand business advisory and strategic planning for a large portfolio of clients, including strong analytical skills and a data-driven mindset, with the ability to translate insights into actionable strategies
- Ability to analyze a client's revenue streams, gross margin rates and profitability by product in an effort to devise forward-looking strategies and areas of opportunity
- Knowledge of basic accounting principles to support clients who may need additional support
- Understanding of cash to accrual concepts, the benefits of each, and the impact on moving from one to the other
- Prior experience collaborating with executive leadership, department heads, and cross-functional teams to align operational strategies with broader business objectives
- Ability to connect with clients and instill confidence during escalation conversations
- Proven track record of success in driving business growth and expanding client relationships
- Detailed knowledge of Operations, Marketing, Finance, Sales & HR best practices and how these functions collaborate and combine with in a business to drive total performance
EDUCATION AND EXPERIENCE
- 10+ year’s experience in Consulting, Start-Up, Private Equity or Finance roles
- Prior experience in a client-facing position
10X TOTAL REWARDS
- Medical, dental, and vision for FT positions and their dependents
- Vacation and sick time policy that increases based on tenure with the company
- Three work from home days per month (4/month during June-August)
- Employee Assistance Program through Guardian
- 401k with Company match (estimated to launch in Q1 2025)
- Pet Insurance through SPOT for your 10X pets!
- Competitive parental leave policy: 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver + 1 month remote for both
- Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services
- Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program
- Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and Marketing
- Uncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commission
PHYSICAL REQUIREMENTS
- Prolonged periods of time sitting at a desk or computer
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 clients, 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.
