Marketing & Communications Coordinator

SHEPHERD FINANCIAL•Carmel, IN

1d•Hybrid

About The Position

Shepherd Financial is an independent firm focused on retirement plan consulting and wealth management, aiming to help clients thrive through empowered financial solutions. They offer a holistic approach to wealth management and financial wellness programs for retirement plan participants. The firm values integrity, service, empathy, innovation, quality, and growth, fostering a supportive team environment. The Marketing & Communications Coordinator will manage content creation, communications, and the execution of marketing initiatives, including email campaigns, social media, branded materials, and event support, ensuring brand consistency.

Requirements

2-5 years of experience in marketing, communications, or a related field.
Strong understanding of marketing fundamentals, including email marketing, social media, and content creation.
Proficiency with Canva required.
Strong writing and editing skills, with the ability to write clearly and on brand across different audiences.
Exceptional attention to detail and organizational skills.
Adhere to Shepherd Financial’s Work From Home policy by working in the office four days per week and remotely one day per week, unless otherwise approved.
Compliance with Shepherd Financial’s internal policies.
Begin each business day no later than 8:30 AM.

Nice To Haves

Experience within financial services or a related industry strongly preferred.
Experience with Adobe Creative Suite (Photoshop, Illustrator, InDesign) a plus.
Experience with marketing platforms such as Constant Contact, Redtail, and/or WordPress preferred.

Responsibilities

Draft and manage regular external-facing communications, including newsletters, webinar invitations, and other firm-wide messaging.
Manage email marketing campaigns, plus list management and segmentation, through Constant Contact and Redtail.
Develop a structured content and communications calendar.
Draft, design, and schedule compliance-approved social media content.
Manage Shepherd Financial’s social media presence, including engaging with others and amplifying team activity.
Repurpose and adapt existing content across channels (email, social, web) to maximize reach and consistency.
Monitor and respond to messages received through the Shepherd Financial team inbox.
Create and update branded materials using Canva or Adobe Creative Suite.
Maintain and update website content.
Maintain and update intranet content as needed.
Collaborate with the Director – Marketing & Communications as a creative partner, drafting and designing materials for review and ensuring brand consistency across all deliverables.
Support logistics for internal and external events, as needed.
Manage inventory and ordering for printed materials, business cards, signage, swag, etc.
Support internal engagement efforts, ensuring initiatives are organized and progressing.
Format, brand, and finalize RFP responses prior to submission.
Provide support for award submissions, including drafting or reviewing content.
Partner with the Office Administrator to ensure client gifts go out accurately and on time.
Complete marketing-related tasks for new hires and offboarding employees.
Support special campaign logistics and workflows (e.g. 401(k) day, 403(b) day, etc.).

Benefits

Salary plus firm-wide revenue sharing program
Discretionary year-end performance bonus
Incentive-based salary enhancement for referrals of new annualized recurring revenue from either retirement plans or wealth management
Paid time off (Holidays, PTO, Volunteer days)
401(k) match
Medical insurance
Term life insurance
Disability insurance
Dental insurance
Vision insurance
Voluntary life insurance
Critical illness and accident insurance
LifeLock
Financial support for professional accreditation/license fees
Financial support for continuing education