Portfolio Delivery Leader

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Portfolio Delivery Leader

The Portfolio Delivery Leader is accountable for collaborative design, driving alignment, and successful delivery of a prioritized portfolio roadmap. This role builds and maintains strong, trust-based relationships with key business stakeholders, ensuring that technology investments are aligned with strategic objectives and delivers 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 enable high impact, high-quality solutions. In partnership with Digital Leaders, this role champions an integrated, collaborative delivery model that strengthens business engagement, accelerates decision-making, and enhances transparency across the portfolio.

This position provides leadership and oversight for solution delivery leveraging advanced technologies including ensuring teams consistently apply AI and recent technology design best practices, standards, and methodologies. The Portfolio Delivery Leader is accountable for team performance, delivery excellence, and continuous improvement, fostering an environment of shared ownership, high quality outcomes, and operational efficiency.

ESSENTIAL DUTIES:

Cultivate strong, trust-based relationships with stakeholders to collaboratively shape portfolio roadmaps, prioritize initiatives based on business value, and ensure transparent visibility into delivery progress and effectiveness

Lead high-performing, client-facing product teams in designing, implementing, supporting, and maintaining world-class custom solutions that seamlessly integrate with internal and external systems. Apply deep business knowledge of assigned lines of business, across lines of business or functional groups to ensure alignment with strategic goals. Drive accountability among leaders to identify and execute opportunities for streamlining delivery workflows through AI, automation, and modern delivery tools. Lead in-house and 3rd party teams on the synthesis of Cloud and hybrid platform offerings into first class solutions for RSM with a consistent focus on delivering high value, high quality solutions that are reliable and will scale to the growing needs of RSM and relevant practice

Establish and oversee processes that enable teams to deliver high-value solutions reliably and collaboratively for RSM business and digital solutions teams. Standardize Agile and SAFe practices across all teams, while fostering leadership collaboration with Scrum Masters, Release Train Engineers, and Agile Coaches to uphold SAFe principles and maximize velocity. Champion continuous improvement by driving enhancements in Agile and SAFe practices to optimize delivery efficiency and team performance.

Oversee the execution of advanced products, AI and cloud platform development, governance processes, and manage expectations with stakeholders while continuing to advance the partnership with our business leaders through the priority focus of solving business problems. Identify leading practices around platform Security, Data Integrity, Service Quality, Scalability, Privacy, Risk Mitigation, Disaster Recovery, Control and Monitoring.

Lead high performing teams ensure best practices; standards and policies are adhered to during the execution process. Lead process optimization efforts and provide regular performance

QUALIFICATIONS:

EDUCATION/CERTIFICATIONS

• •Bachelor of Science
• •or equivalent experience in Software Engineering/Cloud/technology leadership role - Required
• •Master of Science - Preferred

EXPERIENCE

• •5 years’ experience leading matrixed delivery teams, building strategic roadmaps and providing effective business alignment
• •Solution Development and Governance required
• •10 years’ experience building enterprise-class on-premise, off-premise and hybrid solutions required
• •5 years’ experience developing and maintaining policies, procedures, standards, and guidelines required

Required Qualifications:

• •Audit technology domain leadership: Deep experience leading technology products, platforms, programs, or transformation initiatives supporting a CPA Audit or Assurance organization, with strong knowledge of audit methodology, practitioner workflows, independence, professional standards, regulatory expectations, and seasonal delivery demands.
• •End-to-end portfolio ownership: Proven success leading demand intake, evaluation, business-case development, prioritization, funding recommendations, delivery oversight, and benefits realization across interdependent products and programs.
• •Portfolio prioritization and outcome governance: Experience establishing transparent intake, sequencing, capacity, and decision processes that balance professional practice quality, regulatory commitments, practitioner needs, strategic value, technology sustainability, enterprise risk, and organizational constraints; and measuring adoption, workflow efficiency, standardization, delivery predictability, compliance, user satisfaction, and realized business benefits.
• •Scaled Agile portfolio delivery: Experience leading delivery across multiple products, programs, Agile Release Trains, and shared capabilities within a Scaled Agile methodology, including strategic alignment, PI Planning, capacity allocation, dependency management, portfolio flow, and outcome measurement.
• •Technology strategy and transformation leadership: Sufficient technical depth to evaluate architecture, data, integration, cybersecurity, cloud, enterprise platforms, audit workflow automation, and AI implications; challenge strategic and delivery assumptions; identify cross-product dependencies; and make informed portfolio tradeoffs in an Audit technology environment.
• •Executive and talent leadership: Demonstrated success facilitating complex decisions, resolving competing priorities, and building and leading high-performing portfolio, program, product, or delivery teams; developing leaders; establishing accountability; and coordinating employees, contractors, vendors, and globally distributed teams.

Preferred Qualifications:

• •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, including 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, plus experience coordinating vendors, implementation partners, managed services, or globally distributed delivery teams.

At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits .

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow