Job Description
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, pla...