Description

About Shepherd Financial

Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. We implement a holistic view of individual wealth management, creating strategies to help our clients grow, protect, and transfer their assets. Our financial wellness programs enable retirement plan participants to prepare and retire on their terms, while our proven process provides consistent engagement, encouragement, and helpful resources to instill confidence and effectively transform financial behavior. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.

While we are proud of the work we do, it is clearly fueled by the team we have built. It is evident our team structure and environment set us apart in this industry. Each Shepherd Financial team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client and participant we serve.

Our Core Values

INTEGRITY: We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.
SERVICE: We regularly and generously share our time, expertise, and money to positively impact the well-being of our clients, community, and one another.
EMPATHY: We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.
INNOVATION: We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.
QUALITY: We provide consistent service and resources, offering unmatched value and accountability to our clients and the financial industry.
GROWTH: We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health.

Position Description

The Marketing & Communications Coordinator is a part-time role (24 hours per week, three days in the office) responsible for managing content creation, communications, and day-to-day execution of marketing initiatives across Shepherd Financial. This includes email campaigns, social media, branded materials, and event support, all delivered consistently and in alignment with Shepherd’s brand and messaging.

Core Responsibilities

Content, Social Media, & Communications

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

Design & Brand Execution

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

Operations & Administrative Support

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.)

Position Expectations

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
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

Compensation and Benefits

Salary plus firm wide revenue sharing program and 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
Part-time employees are not eligible for paid time off (PTO) accrual, holiday pay, or medical and other insurance benefits