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 hiring a Portfolio & Strategy Lead to own intake prioritization, capacity planning, portfolio reporting, and engagement sizing for agentic AI projects.
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 EPMs maintain scope integrity, requirements quality, and stakeholder alignment across their assigned engagements
- Own capacity planning across the engineering pod structure, maintaining real time visibility into available FDE capacity
- 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
- Ensure structured handoffs at each lifecycle stage and own the 'Measure & Learn' phase
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) with understanding of governance and compliance constraints
- Strong organizational and communication skills with the 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:
- Intake & Prioritization: Own the intake process for new engagement requests, jointly prioritizing with Business Enablement based on strategic fit, value potential, executive sponsorship, and data readiness.
- EPM Team Leadership: Ensure EPMs maintain scope integrity, requirements quality, and stakeholder alignment across their assigned engagements.
- Capacity Planning & Squad Formation: Own capacity planning across the engineering pod structure, maintaining real time visibility into available FDE capacity.
- Portfolio Reporting & Value Tracking: Maintain portfolio level reporting for leadership: engagement status, pipeline health, capacity utilization, and value realization.
- Strategic Planning & Alignment: Translate enterprise AI strategy into portfolio level planning for the Enablement team.
- Engagement Lifecycle Governance: Ensure structured handoffs at each lifecycle stage and own the 'Measure & Learn' phase.
Must 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.
Nice to Have
- Background in professional services, consulting, or managed services operating models with portfolio/resource management.
- Experience with AI/ML or agentic AI programs.
- Familiarity with pod based engineering organizations and variable squad sizing models.
- Experience building portfolio management practices from scratch in a new or rapidly scaling team.
- PMP, PgMP, or portfolio management certifications.
- Background in demand forecasting or capacity modeling for technical teams.
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