Marketing & Communications Coordinator

Position Description The Marketing & Communications Coordinator is 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 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 Compensation & 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 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 Financial support for professional accreditation/license fees and continuing education #J-18808-Ljbffr Shepherd Financial, LLC