Portfolio Delivery Leader

RSM US LLP•Minneapolis, MN
•$158,600 - $281,600•Hybrid

About The Position

The Portfolio Delivery Leader is accountable for collaboratively designing, aligning, and successfully delivering a prioritized portfolio roadmap. The role builds trust-based relationships with business stakeholders and ensures technology investments align with strategic objectives and deliver measurable value. Acting as a strategic partner to the business digital leader, the Portfolio Delivery Leader ensures the right teams, capabilities, and processes are in place to deliver high-impact, high-quality solutions. In partnership with Digital Leaders, the role champions an integrated delivery model that strengthens business engagement, accelerates decisions, and improves portfolio transparency. The position provides leadership and oversight for solution delivery using advanced technologies, including ensuring teams apply AI and current technology design practices, standards, and methodologies. It is accountable for team performance, delivery excellence, and continuous improvement, fostering shared ownership, quality outcomes, and operational efficiency. The role leads client-facing product teams delivering custom solutions that integrate with internal and external systems, and oversees in-house and third-party teams delivering cloud and hybrid platform solutions. It establishes reliable, collaborative delivery processes; standardizes Agile and SAFe practices; and oversees advanced products, AI and cloud platform development, and governance. It also identifies leading practices for security, data integrity, service quality, scalability, privacy, risk mitigation, disaster recovery, control, and monitoring. The position requires a Bachelor of Science or equivalent experience in a software engineering, cloud, or technology leadership role. A Master of Science is preferred. Required experience includes leading matrixed delivery teams and strategic roadmaps, solution development and governance, building enterprise-class on-premise, off-premise, and hybrid solutions, and developing policies, procedures, standards, and guidelines. The role also requires deep leadership experience supporting a CPA Audit or Assurance organization and ownership of technology portfolios in that environment.

Requirements

  • Bachelor of Science or equivalent experience in a software engineering, cloud, or technology leadership role.
  • At least 5 years of experience leading matrixed delivery teams, building strategic roadmaps, and providing effective business alignment.
  • Experience in solution development and governance.
  • At least 10 years of experience building enterprise-class on-premise, off-premise, and hybrid solutions.
  • At least 5 years of experience developing and maintaining policies, procedures, standards, and guidelines.
  • Deep experience leading technology products, platforms, programs, or transformation initiatives supporting a CPA Audit or Assurance organization.
  • Strong knowledge of audit methodology, practitioner workflows, independence, professional standards, regulatory expectations, and seasonal delivery demands.
  • Proven success owning end-to-end portfolio activities across interdependent products and programs, including demand intake, evaluation, business cases, prioritization, funding recommendations, delivery oversight, and benefits realization.
  • Experience establishing portfolio prioritization and outcome governance that balances professional practice quality, regulatory commitments, practitioner needs, strategic value, technology sustainability, enterprise risk, and organizational constraints.
  • Experience leading scaled Agile delivery across multiple products, programs, Agile Release Trains, and shared capabilities, including strategic alignment, PI Planning, capacity allocation, dependency management, portfolio flow, and outcome measurement.
  • Technical depth to evaluate architecture, data, integration, cybersecurity, cloud, enterprise platforms, audit workflow automation, and AI implications; challenge assumptions; identify dependencies; and make informed portfolio tradeoffs in an Audit technology environment.
  • Demonstrated success facilitating complex decisions, resolving competing priorities, and building and leading high-performing portfolio, program, product, or delivery teams.
  • Experience developing leaders, establishing accountability, and coordinating employees, contractors, vendors, and globally distributed teams.

Nice To Haves

  • Master of Science.
  • Experience supporting a large public accounting, CPA, professional services, or regulated Assurance organization.
  • Experience with digital audit platforms, engagement workflow solutions, audit evidence management, data ingestion and analytics, practitioner workflow automation, AI-enabled audit capabilities, or related Assurance technologies.
  • Demonstrated success driving practitioner adoption through business readiness, stakeholder engagement, communications, training coordination, release planning, feedback mechanisms, post-implementation support, and value measurement.
  • Experience applying SAFe Lean Portfolio Management practices, including portfolio Kanban, strategic themes, capacity allocation, epic prioritization, and outcome measurement across multiple Agile Release Trains and shared platform teams.
  • SAFe, product management, program management, technology, or portfolio-management credentials.
  • Experience coordinating vendors, implementation partners, managed services, or globally distributed delivery teams.

Responsibilities

  • Cultivate stakeholder relationships to shape portfolio roadmaps, prioritize initiatives by business value, and provide transparent visibility into delivery progress and effectiveness.
  • Lead high-performing, client-facing product teams in designing, implementing, supporting, and maintaining custom solutions integrated with internal and external systems.
  • Apply business knowledge across assigned business lines or functional groups to ensure solutions align with strategic goals.
  • Drive accountability for streamlining delivery workflows using AI, automation, and modern delivery tools.
  • Lead in-house and third-party teams in integrating cloud and hybrid platform offerings into scalable, reliable, high-value solutions.
  • Establish processes that enable reliable, collaborative delivery for business and digital solutions teams.
  • Standardize Agile and SAFe practices and collaborate with Scrum Masters, Release Train Engineers, and Agile Coaches to uphold SAFe principles and maximize velocity.
  • Continuously improve Agile and SAFe practices to optimize delivery efficiency and team performance.
  • Oversee advanced product, AI, and cloud platform development and governance, manage stakeholder expectations, and advance partnerships with business leaders to solve business problems.
  • Identify leading practices for platform security, data integrity, service quality, scalability, privacy, risk mitigation, disaster recovery, control, and monitoring.
  • Ensure high-performing teams adhere to best practices, standards, and policies during execution.
  • Lead process optimization efforts and provide regular performance oversight.
  • Lead end-to-end portfolio activities, including demand intake, evaluation, business-case development, prioritization, funding recommendations, delivery oversight, and benefits realization.
  • Establish portfolio intake, sequencing, capacity, and decision processes, and measure adoption, workflow efficiency, standardization, delivery predictability, compliance, user satisfaction, and realized business benefits.
  • Lead delivery across products, programs, Agile Release Trains, and shared capabilities, including strategic alignment, PI Planning, capacity allocation, dependency management, portfolio flow, and outcome measurement.
  • Facilitate complex decisions, resolve competing priorities, develop leaders, establish accountability, and coordinate employees, contractors, vendors, and globally distributed teams.

Benefits

  • Competitive benefits and compensation package.
  • Eligible for a discretionary bonus based on firm and individual performance.
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