Senior Level Portfolio Specialist Jobs
Senior level portfolio specialist jobs place experienced professionals in charge of portfolio strategy, performance oversight, and the cross-functional teams or initiatives that deliver results. Openings concentrate across Banking & Financial Services, Investment & Asset Management, and Biotechnology & Pharmaceuticals, with a mix of on-site, remote, and hybrid settings, and employers like JPMorganChase, Amerihome Mortgage Company, and Revolution Medicines hiring at this level now.
Find JobsOverview
Open roles76
Top stateNew York
Top employerJPMorganChase
Top cityNew York, NY
Work type78% On-site
Top industryBanking
Showing 5 of 76+ Senior Level Portfolio Specialist jobs
Senior Manager, Technical Portfolio Leader - Tax Transformation
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New 10h ago
Deloitte
Senior Manager, Technical Portfolio Leader - Tax Transformation
Houston, Texas
New 10h ago
Portfolio Account Executive-Software & Technology
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New 17h ago
Wipro
Portfolio Account Executive-Software & Technology
Seattle, Washington
New 17h ago
Senior Portfolio Manager - CRE Credit Delivery
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New 22h ago
Truist
Senior Portfolio Manager - CRE Credit Delivery
Atlanta, Georgia
New 22h ago
Vice President or Senior Vice President, Portfolio Management
We won't show you this job again
Added 3d ago
KeyBank
Vice President or Senior Vice President, Portfolio Management
Amherst, New York
Added 3d ago
Senior Portfolio Manager
We won't show you this job again
Added 2w ago
Johnson Controls
Senior Portfolio Manager
New Freedom, Pennsylvania
Added 2w ago
New 10h ago
Senior Manager, Technical Portfolio Leader - Tax Transformation
Deloitte·Houston, Texas
Job functions:
$167k - $279k/yr
8+ yrs exp.
Hybrid
ISTQB Certification
Full Time
10,000+ employees
Job Description
If you are a technology visionary with a passion for transforming global tax business with digital technology, consider working with the US Tax Transformation technology team. This is an exciting opportunity to support global execution of Deloitte's tax strategy as we shift from "doing digital" to "being digital" by reimagining how we engage with our clients, deliver our services, operate our business, and create value.
Work you'll do
As a Deloitte Tax Portfolio Lead, you will own the end-to-end health and prioritization of a technology portfolio within the Tax Transformation Office, translating product and technology strategy into an actionable, enterprise-aligned roadmap. You will lead and coach a team of Technical Product Owners and Digital Product Owners (DPOs), align stakeholders across the portfolio, and make the real-time trade-off decisions needed to keep delivery on track and outcomes on target. You will serve as a trusted delegate to the Pillar Lead, representing portfolio priorities and decisions on their behalf.
Additional responsibilities include:
The Team
Deloitte Tax LLP's Tax Transformation Office (TTO) is responsible for the design, development, and deployment of innovative, enterprise technology, tools, and standard processes to support the delivery of tax services. The TTO team focuses on enhancing Deloitte Tax LLP's ability to deliver comprehensive, value-added, and efficient tax services to our clients. It is a dynamic team with professionals of varying backgrounds from tax technical, technology development, change management, Six Sigma, and project management. The team consults and executes on a wide range of initiatives involving process and tool development and implementation including training development, engagement management, tool design, and implementation.
Qualifications
Required
Preferred
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $167,325 to $278,875.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Work you'll do
As a Deloitte Tax Portfolio Lead, you will own the end-to-end health and prioritization of a technology portfolio within the Tax Transformation Office, translating product and technology strategy into an actionable, enterprise-aligned roadmap. You will lead and coach a team of Technical Product Owners and Digital Product Owners (DPOs), align stakeholders across the portfolio, and make the real-time trade-off decisions needed to keep delivery on track and outcomes on target. You will serve as a trusted delegate to the Pillar Lead, representing portfolio priorities and decisions on their behalf.
Additional responsibilities include:
- Own roadmap prioritization aligned to product/technology strategy, balancing competing Epics and Asks across the portfolio.
- Align stakeholders on scope and rationale; enforce Definition of Ready on all roadmap submissions and maintain the enterprise roadmap as the single source of truth.
- Drive Business Asks through the full lifecycle - roadmap submission, decisioning, and customer feedback loops.
- Track and report on flow and product health metrics (e.g., roadmap health, carryover, velocity/burndown, scope change) and define OKRs/outcomes for the portfolio.
- Validate Program Increment outcomes and make real-time trade-off decisions; own release go/no-go decisions based on acceptance criteria.
- Measure business outcomes post-release and incorporate feedback and lessons learned into the roadmap and backlog.
- Manage and coach Technical Product Owners on customer-centric prioritization (value vs. effort), providing day-to-day people leadership, performance management, and career development.
The Team
Deloitte Tax LLP's Tax Transformation Office (TTO) is responsible for the design, development, and deployment of innovative, enterprise technology, tools, and standard processes to support the delivery of tax services. The TTO team focuses on enhancing Deloitte Tax LLP's ability to deliver comprehensive, value-added, and efficient tax services to our clients. It is a dynamic team with professionals of varying backgrounds from tax technical, technology development, change management, Six Sigma, and project management. The team consults and executes on a wide range of initiatives involving process and tool development and implementation including training development, engagement management, tool design, and implementation.
Qualifications
Required
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
- Bachelor's degree in a relevant discipline
- 8+ years' experience leading technical delivery teams, including direct experience managing and coaching Product Owners or similar delivery roles
- Demonstrated experience owning a product/technology roadmap and prioritization process at a portfolio level
- Experience with Program Increment (PI) planning, Scaled Agile Framework (SAFe), and other Agile/Scaled Agile delivery methodologies
- Excellent analytical and problem-solving skills, with experience defining and tracking OKRs and flow/product health metrics
- Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills
- Able to interact effectively with, and influence, stakeholders and leadership at all levels across the organization
- Demonstrated experience coaching and developing product owners on customer-centric, value-based prioritization
- Motivated, resourceful, and dependable
- Well organized with the ability to multitask and prioritize across multiple, ongoing initiatives
- Able to respond quickly to high-priority deadlines with little lead-time and adaptable to direction changes
- Knowledge of risk management and tracking techniques
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available.
-
One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
- Alteryx Designer- Advanced Certification
- ASQ - American Society for Quality - Software Quality Engineer
- AWS Certified Solutions Architect
- CBAP® - Certified Business Analysis Professional
- Certified in Risk and Information Systems Controls (CRISC)
- Certified Information Systems Security Professional (CISSP)
- Certified SAFe® Advanced Scrum Master
- Certified SAFe® Agile Software Engineer
- Certified SAFe® Agilist
- Certified SAFe® Architect
- Certified SAFe® DevOps Practitioner
- Certified SAFe® Lean Portfolio Manager
- Certified SAFe® Practitioner
- Certified SAFe® Product Owner / Product Manager
- Certified SAFe® Scrum Master
- Certified Scrum Developer (CSD)
- Certified Scrum Product Owner (CSPO)
- Certified Secure Software Lifecycle Professional (CSSLP)
- Certified Secure Software Lifecycle Professional (CSSLP) - (ISC)2
- IASA's Certified IT Architect (CITA) (Level F or A)
- ISTQB (International Software Testing Qualifications Board)
- ITIL Certification
- Java: Java EE Enterprise Architect 5+, Java SE 5+ Programmer, Java EE 5+ Web Component Developer
- Lifecycle Management and Advanced Functional Testing Certifications (HP)
- MCSD: Application Lifecycle Management Solutions Developer
- MCSD: SharePoint
- MCSD: Web Applications
- Microsoft Azure
- Microsoft Certified Solutions Developer (MCSD)
- Microsoft Certified Solutions Expert (MCSE)
- Microsoft MCSD Certification
- Open Group Certified Architect (Open CA)
- Open Group Certified IT Specialist (Open CITS)
- Oracle Certified Professional
- Professional Scrum Developer™ (PSD)
- Professional Scrum Product Owner™(PSCPO) - SCRUM.org
- Program Management Professional (PgMP)
- Project Management Professional (PMP)
- QAI Global Institute Certification
- SEI - Software Engineering Institute Certification
- Six Sigma (Green or Black Belt)
- UI or UX Master Certification
Preferred
- Previous tax experience
- Azure DevOps exposure
- Prior experience as a Technical Product Owner or similar delivery leadership role
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $167,325 to $278,875.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Deloitte
Senior Manager, Technical Portfolio Leader - Tax Transformation
Houston, Texas
New 10h ago10,000+ employees
Job functions:
$167k - $279k/yr
8+ yrs exp.
Hybrid
ISTQB Certification
Full Time
Job Description
If you are a technology visionary with a passion for transforming global tax business with digital technology, consider working with the US Tax Transformation technology team. This is an exciting opportunity to support global execution of Deloitte's tax strategy as we shift from "doing digital" to "being digital" by reimagining how we engage with our clients, deliver our services, operate our business, and create value.
Work you'll do
As a Deloitte Tax Portfolio Lead, you will own the end-to-end health and prioritization of a technology portfolio within the Tax Transformation Office, translating product and technology strategy into an actionable, enterprise-aligned roadmap. You will lead and coach a team of Technical Product Owners and Digital Product Owners (DPOs), align stakeholders across the portfolio, and make the real-time trade-off decisions needed to keep delivery on track and outcomes on target. You will serve as a trusted delegate to the Pillar Lead, representing portfolio priorities and decisions on their behalf.
Additional responsibilities include:
The Team
Deloitte Tax LLP's Tax Transformation Office (TTO) is responsible for the design, development, and deployment of innovative, enterprise technology, tools, and standard processes to support the delivery of tax services. The TTO team focuses on enhancing Deloitte Tax LLP's ability to deliver comprehensive, value-added, and efficient tax services to our clients. It is a dynamic team with professionals of varying backgrounds from tax technical, technology development, change management, Six Sigma, and project management. The team consults and executes on a wide range of initiatives involving process and tool development and implementation including training development, engagement management, tool design, and implementation.
Qualifications
Required
Preferred
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $167,325 to $278,875.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Work you'll do
As a Deloitte Tax Portfolio Lead, you will own the end-to-end health and prioritization of a technology portfolio within the Tax Transformation Office, translating product and technology strategy into an actionable, enterprise-aligned roadmap. You will lead and coach a team of Technical Product Owners and Digital Product Owners (DPOs), align stakeholders across the portfolio, and make the real-time trade-off decisions needed to keep delivery on track and outcomes on target. You will serve as a trusted delegate to the Pillar Lead, representing portfolio priorities and decisions on their behalf.
Additional responsibilities include:
- Own roadmap prioritization aligned to product/technology strategy, balancing competing Epics and Asks across the portfolio.
- Align stakeholders on scope and rationale; enforce Definition of Ready on all roadmap submissions and maintain the enterprise roadmap as the single source of truth.
- Drive Business Asks through the full lifecycle - roadmap submission, decisioning, and customer feedback loops.
- Track and report on flow and product health metrics (e.g., roadmap health, carryover, velocity/burndown, scope change) and define OKRs/outcomes for the portfolio.
- Validate Program Increment outcomes and make real-time trade-off decisions; own release go/no-go decisions based on acceptance criteria.
- Measure business outcomes post-release and incorporate feedback and lessons learned into the roadmap and backlog.
- Manage and coach Technical Product Owners on customer-centric prioritization (value vs. effort), providing day-to-day people leadership, performance management, and career development.
The Team
Deloitte Tax LLP's Tax Transformation Office (TTO) is responsible for the design, development, and deployment of innovative, enterprise technology, tools, and standard processes to support the delivery of tax services. The TTO team focuses on enhancing Deloitte Tax LLP's ability to deliver comprehensive, value-added, and efficient tax services to our clients. It is a dynamic team with professionals of varying backgrounds from tax technical, technology development, change management, Six Sigma, and project management. The team consults and executes on a wide range of initiatives involving process and tool development and implementation including training development, engagement management, tool design, and implementation.
Qualifications
Required
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
- Bachelor's degree in a relevant discipline
- 8+ years' experience leading technical delivery teams, including direct experience managing and coaching Product Owners or similar delivery roles
- Demonstrated experience owning a product/technology roadmap and prioritization process at a portfolio level
- Experience with Program Increment (PI) planning, Scaled Agile Framework (SAFe), and other Agile/Scaled Agile delivery methodologies
- Excellent analytical and problem-solving skills, with experience defining and tracking OKRs and flow/product health metrics
- Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills
- Able to interact effectively with, and influence, stakeholders and leadership at all levels across the organization
- Demonstrated experience coaching and developing product owners on customer-centric, value-based prioritization
- Motivated, resourceful, and dependable
- Well organized with the ability to multitask and prioritize across multiple, ongoing initiatives
- Able to respond quickly to high-priority deadlines with little lead-time and adaptable to direction changes
- Knowledge of risk management and tracking techniques
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available.
-
One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
- Alteryx Designer- Advanced Certification
- ASQ - American Society for Quality - Software Quality Engineer
- AWS Certified Solutions Architect
- CBAP® - Certified Business Analysis Professional
- Certified in Risk and Information Systems Controls (CRISC)
- Certified Information Systems Security Professional (CISSP)
- Certified SAFe® Advanced Scrum Master
- Certified SAFe® Agile Software Engineer
- Certified SAFe® Agilist
- Certified SAFe® Architect
- Certified SAFe® DevOps Practitioner
- Certified SAFe® Lean Portfolio Manager
- Certified SAFe® Practitioner
- Certified SAFe® Product Owner / Product Manager
- Certified SAFe® Scrum Master
- Certified Scrum Developer (CSD)
- Certified Scrum Product Owner (CSPO)
- Certified Secure Software Lifecycle Professional (CSSLP)
- Certified Secure Software Lifecycle Professional (CSSLP) - (ISC)2
- IASA's Certified IT Architect (CITA) (Level F or A)
- ISTQB (International Software Testing Qualifications Board)
- ITIL Certification
- Java: Java EE Enterprise Architect 5+, Java SE 5+ Programmer, Java EE 5+ Web Component Developer
- Lifecycle Management and Advanced Functional Testing Certifications (HP)
- MCSD: Application Lifecycle Management Solutions Developer
- MCSD: SharePoint
- MCSD: Web Applications
- Microsoft Azure
- Microsoft Certified Solutions Developer (MCSD)
- Microsoft Certified Solutions Expert (MCSE)
- Microsoft MCSD Certification
- Open Group Certified Architect (Open CA)
- Open Group Certified IT Specialist (Open CITS)
- Oracle Certified Professional
- Professional Scrum Developer™ (PSD)
- Professional Scrum Product Owner™(PSCPO) - SCRUM.org
- Program Management Professional (PgMP)
- Project Management Professional (PMP)
- QAI Global Institute Certification
- SEI - Software Engineering Institute Certification
- Six Sigma (Green or Black Belt)
- UI or UX Master Certification
Preferred
- Previous tax experience
- Azure DevOps exposure
- Prior experience as a Technical Product Owner or similar delivery leadership role
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $167,325 to $278,875.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
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Find JobsSenior Level Portfolio Specialist Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services30
- Investment & Asset Management14
- Biotechnology & Pharmaceuticals8
- Fintech5
- Technology & Software4
Senior Level Portfolio Specialist Jobs: Frequently Asked Questions
How do I get a senior level portfolio specialist job?
Employers at this level look for candidates who have owned portfolio performance end-to-end, not just supported it. Demonstrating experience leading analytical frameworks, presenting recommendations to senior stakeholders, and mentoring junior analysts sets strong candidates apart. A history of measurable outcomes, such as improved allocation decisions or reduced portfolio risk, carries more weight than credentials alone.
Which companies hire senior level portfolio specialists?
Companies hiring senior level portfolio specialists right now include JPMorganChase, Amerihome Mortgage Company, and Revolution Medicines, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from financial services firms, asset managers, consulting organizations, and large enterprises managing complex investment or project portfolios.
Are there remote senior level portfolio specialist jobs?
Yes, though availability varies by employer and portfolio type. About 22% of senior level portfolio specialist openings are remote or hybrid as of November 2026, with fully remote roles more common in technology and financial services sectors where portfolio work is data-driven and can be executed independently of a central office.
What makes a portfolio specialist role senior level?
Senior level roles are defined by ownership and scope. Where mid-level specialists support analysis and reporting, senior portfolio specialists set methodology, own performance outcomes, lead cross-functional initiatives, and advise decision-makers directly. They are expected to mentor junior team members, resolve complex allocation or risk challenges independently, and represent the portfolio function in leadership conversations.
Which industries hire the most senior level portfolio specialists?
Senior Level portfolio specialist roles concentrate in Banking & Financial Services, Investment & Asset Management, and Biotechnology & Pharmaceuticals, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they manage large, complex portfolios, whether financial assets, technology programs, or strategic initiatives, that require experienced professionals to maintain oversight and deliver accountability.