Digital Sales Enablement Consultant

JOB STATEMENT:

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.

RESPONSIBILITIES:

• Taking 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 new technology partners that support advisor sales enablement;
• Leading adoption and optimization of advisor tools, platforms, and digital solutions;
• Serving as IDC WIN’s internal AI expert focused on efficiency, automation, and process optimization;
• Collaborating with Distribution, Marketing, and Advisor Experience teams to ensure platform content aligns with strategic priorities;
• Developing and maintaining 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; and
• Acting as a bridge between advisors, business units, and technology partners to ensure user needs are met.

STRATEGIC FIT:

Advisor Obsessed

• Enhance advisor experience by providing digital tools and platforms that are intuitive, reliable, and purpose-built
• Reduce advisor friction by simplifying access to resources, data, and support

Innovation and Optimization

• Lead IDC WIN’s evolution into an AI-enabled organization with improved workflows and efficiency
• Assess new technologies, integrations, and partnerships that modernize the advisor journey and strengthen competitiveness

Growth Enablement

• Equip advisors with digital capabilities that help them attract, serve, and retain clients

QUALIFICATIONS:

• Bachelor’s degree in Business, Marketing, Information Technology, Digital Media, or a related field
• 8–10+ years of progressive experience in digital strategy, product management, or technology leadership roles
• Experience in financial services, wealth management, or advisor-based distribution models is considered an asset
• Demonstrated 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 objectives
• Knowledge of AI tools, automation technologies, and emerging digital trends
• Strong analytical skills with experience using metrics to drive adoption, engagement, and continuous improvement
• Strategic thinker with the ability to connect digital initiatives to business growth and advisor success
• Strong communication skills with the ability to influence stakeholders at all levels
• Proven ability to lead through change, drive adoption, and build alignment across diverse groups
• High level of accountability with a results-driven mindset
• Strong organizational skills with the ability to manage multiple priorities

COMPENSATION:

Commensurate with experience; $90,000-$140,000 plus incentive bonus eligibility.

If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.

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.

We thank all applicants for their interest but only those selected for an interview will be contacted.