Marketing & Communications Coordinator

Carmel, IN (Hybrid)

Salary Not AvailableMid Level2+ years expFull time

Posted 2 months ago

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Job Summary

Drive Shepherd Financial’s marketing and communications by owning content, social presence, and event support while ensuring brand consistency and timely execution.

  • Primary ownership: Draft and manage external communications and social content.
  • Must-have: 2-5 years in marketing/communications with strong writing and organizational skills.
  • Standout: Proficiency with Canva and familiarity with Constant Contact, Redtail, and WordPress for multi-channel delivery.

Job Description

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

Requirements

  • 2-5 years of experience in marketing, communications, or a related field
  • Experience within financial services or a related industry strongly preferred
  • Strong understanding of marketing fundamentals, including email marketing, social media, and content creation
  • Proficiency with Canva required; experience with Adobe Creative Suite (Photoshop, Illustrator, InDesign) a plus
  • Experience with marketing platforms such as Constant Contact, Redtail, and/or WordPress preferred
  • 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

Benefits

  • Paid time off (Holidays, PTO, Volunteer days), 401(k) match, and medical, term life, and disability insurance
  • Additional benefit options: dental, vision, voluntary life, critical illness and accident, LifeLock
SHEPHERD FINANCIAL logo

SHEPHERD FINANCIAL

At Shepherd Financial, our goal is to guide our clients to live the life they most desire. This takes some time to discover as often culture and those around us influence what we think we want. Our process gets to the root of what's truly important to each family. We then anchor our guidance with that in mind. As life's ups and downs come, we always point back to this when partnering with our clients on decisions. Both big and small. If you're looking for a team to go deeper than just making simple investment recommendations, we'd love the opportunity to serve you.

Founded in 2020
Woodstock, Georgia, USA
5 employees

Headcount Trend

Current headcount: ~5