Marketing & Communications Coordinator

SHEPHERD FINANCIAL • Carmel, IN

7d • Onsite

About The Position

Shepherd Financial is an independent firm focused on retirement plan consulting and wealth management. They aim to help clients thrive through empowered financial solutions, offering a holistic approach to wealth management and financial wellness programs. The firm values integrity, service, empathy, innovation, quality, and growth, fostering a supportive team environment. The Marketing & Communications Coordinator is a part-time role responsible for managing 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.
• 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.
• Ability to work in-office three full days per week (24 hours total).
• 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.
• Strong understanding of marketing fundamentals, including email marketing, social media, and content creation.
• 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
• 401(k) eligibility and employer match

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed