Portfolio and Strategy Lead – Agentic AI
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Key skills for this role
About the Role
RBC's Agentic AI Enablement team is seeking a Portfolio & Strategy Lead to own intake prioritization, capacity planning, and portfolio reporting. The role involves leading Engagement Product Managers and a Portfolio Analyst, bridging demand and supply.
Key Skills for This Role
Responsibilities
- Own the intake process for new engagement requests, jointly prioritizing with Business Enablement based on strategic fit, value potential, executive sponsorship, and data readiness
- Maintain a transparent, prioritized pipeline that balances near term delivery commitments with strategic bets
- Ensure every engagement entering the pipeline has clear qualification criteria met before squad formation is triggered
- Lead the EPM team, ensuring scope integrity, requirements quality, and stakeholder alignment across engagements
- Set standards for requirements documentation, engagement charters, acceptance criteria, and adoption strategies
- Own capacity planning across the engineering pod structure, maintaining real time visibility into available FDE capacity
- Trigger squad formation decisions based on engagement priority, sizing requirements, and available capacity
- Partner with the Delivery Lead on resourcing trade offs when demand exceeds supply
- Maintain portfolio level reporting for leadership: engagement status, pipeline health, capacity utilization, and value realization
- Translate enterprise AI strategy into portfolio level planning for the Enablement team
Requirements
- 7+ years in technology strategy, portfolio management, program management, or delivery leadership roles
- 3+ years managing technology portfolios, intake processes, or capacity planning across multiple concurrent workstreams
- Experience making prioritization decisions with incomplete information and communicating trade offs to senior leaders
- Strong analytical capabilities: ability to synthesize demand signals, capacity data, and strategic priorities into clear recommendations
- Experience with resource planning and allocation in engineering or professional services organizations
- Proven ability to build and maintain executive level reporting and portfolio dashboards
- Experience in regulated industries (banking/financial services preferred)
- Strong organizational and communication skills with ability to influence without direct authority
Full Job Posting
What's the opportunity?
- RBC's Agentic AI Enablement team is a specialized engineering force that embeds directly into strategic use cases, delivers production grade agentic systems, and builds institutional muscle for agentic AI at scale.
- We need a Portfolio & Strategy Lead to own the 'what' and 'when' of the team's engagement portfolio, deciding what enters the pipeline, in what order, and ensuring the team's finite capacity is deployed against the highest value opportunities.
- Reporting to the Senior Director, Agentic AI Enablement, the Portfolio & Strategy Lead owns intake prioritization, capacity planning, portfolio reporting, and engagement sizing.
Your responsibilities include:
- Own the intake process for new engagement requests, jointly prioritizing with Business Enablement based on strategic fit, value potential, executive sponsorship, and data readiness.
- Maintain a transparent, prioritized pipeline that balances near term delivery commitments with strategic bets.
- Ensure every engagement entering the pipeline has clear qualification criteria met before squad formation is triggered.
- Say no (or not yet) with conviction when capacity or qualification thresholds aren't met.
- Ensure EPMs maintain scope integrity, requirements quality, and stakeholder alignment across their assigned engagements.
- Allocate EPM coverage across engagements based on intensity (dedicated for complex engagements, shared for lighter ones).
- Set standards for requirements documentation, engagement charters, acceptance criteria, and adoption strategies.
- Build a cohesive product management practice with shared standards while allowing engagement level adaptation.
- Own capacity planning across the engineering pod structure, maintaining real time visibility into available FDE capacity.
- Trigger squad formation decisions based on engagement priority, sizing requirements, and available capacity.
- Partner with the Delivery Lead on resourcing trade offs when demand exceeds supply.
- Manage ADT lending allocation decisions, balancing external support commitments against core enablement delivery.
You're our ideal candidate if you have:
- 7+ years in technology strategy, portfolio management, program management, or delivery leadership roles.
- 3+ years managing technology portfolios, intake processes, or capacity planning across multiple concurrent workstreams.
- Experience making prioritization decisions with incomplete information and communicating trade offs to senior leaders.
- Strong analytical capabilities: ability to synthesize demand signals, capacity data, and strategic priorities into clear recommendations.
- Experience with resource planning and allocation in engineering or professional services organizations.
- Proven ability to build and maintain executive level reporting and portfolio dashboards.
- Experience in regulated industries (banking/financial services preferred) with understanding of governance and compliance constraints.
- Strong organizational and communication skills with the ability to influence without direct authority.
- Background in professional services, consulting, or managed services operating models with portfolio/resource management (nice to have).
- Experience with AI/ML or agentic AI programs (nice to have).
- Familiarity with pod based engineering organizations and variable squad sizing models (nice to have).
- Experience building portfolio management practices from scratch in a new or rapidly scaling team (nice to have).
What's in it for you?
- Shape the strategic direction of one of RBC's most important AI investments.
- Build a portfolio management practice from the ground up inside a high visibility, high autonomy team.
- Work at the intersection of business strategy and cutting edge agentic AI engineering.
- Direct impact on RBC's enterprise AI transformation and competitive positioning.
- Leaders who support your development through mentoring and career growth opportunities.
- Comprehensive Total Rewards Program including competitive compensation, bonuses, flexible benefits, and stock options where applicable.
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