IDC WIN is seeking a strategic digital leader to drive the evolution and optimization of our advisor-facing technology ecosystem, including the Advisor Portal and public website. This role is accountable for end-to-end platform ownership, content strategy, and roadmap development, with a focus on enhancing advisor productivity, strengthening engagement, and advancing IDC WIN’s commitment to innovation. As a key internal expert, this leader will champion AI-driven efficiencies, digital tools, and technology partnerships that empower both advisors and internal teams to operate at peak performance.RESPONSIBILITIESTaking ownership of the Advisor Portal and public website, including content management, purpose definition, enhancement roadmap, and overall user experience; Managing digital vendor relationships and evaluating current technology partners that support advisor sales enablement; Leading adoption and optimization of advisor tools, platforms, and digital solutions; Serving as IDCWIN’s internal AI expert focused on efficiency, automation, and process optimization; Collaborating withDistribution, Marketing, and Advisor Experience teams to ensure platform content aligns with strategic priorities; Developing andmaintaining a digital governance model that ensures accuracy, consistency, and relevance of all online content; Analyzing usage metrics and advisor feedback to drive continuous improvements; Supporting onboarding, education, and communication related to advisor technology tools, andActing as a bridge between advisors, business units, and technology partners to ensure user needs are met.STRATEGIC FITAdvisor ObsessedEnhance advisor experience by providing digital tools and platforms that are intuitive, reliable, and purpose-builtReduce advisor friction by simplifying access to resources, data,



and supportInnovation and OptimizationLead IDC WIN’s evolution into an AI-enabled organization with improved workflows and efficiencyAssess new technologies, integrations, and partnerships that modernize the advisor journey and strengthen competitivenessGrowth EnablementEquip advisors with digital capabilities that help them attract, serve, and retain clientsQUALIFICATIONSBachelor’s degree in Business, Marketing, Information Technology, Digital Media, or a related field8–10+ years of progressive experience in digital strategy, product management, or technology leadership rolesExperience in financial services, wealth management, or advisor-based distribution models is considered an assetDemonstrated experience owning and evolving digital platforms (e.G., portals, websites, CRM, or advisor tools)Proven ability to define and execute digital roadmaps aligned to business objectivesKnowledge of AI tools, automation technologies, and emerging digital trendsStrong analytical skills with experience using metrics to drive adoption, engagement, and continuous improvementStrategic thinker with the ability to connect digital initiatives to business growth and advisor successStrong communication skills with the ability to influence stakeholders at all levelsProven ability to lead through change, drive adoption, and build alignment across diverse groupsHigh level of accountability with a results-driven mindsetStrong organizational skills with the ability to manage multiple prioritiesCOMPENSATIONCommensurate with experience; $90,000-$140,000 plus incentive bonus eligibility.Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.#J-18808-Ljbffr

📌 Digital Sales Enablement Consultant - $90,000 - $140,000 A Year (Winnipeg)
🏢 WorldSource
📍 Winnipeg