Marketing & Media Specialist

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 & Media Specialist will be a creative, organized, and motivated individual with a passion for clear, purposeful communication. You will work closely with the President – Retirement Plans and President – Wealth Management, providing support and ensuring the timely delivery of requested materials to our retirement plan and wealth management teams. You will strive to carefully hone the Shepherd Financial brand experience for both prospects and clients. The ability to learn independently, create positive and authentic relationships, and act as a community leader is essential to your success in this role.

Role Objectives

The Marketing & Media Specialist will obtain a thorough understanding of our resources, standards, and differentiators to develop strategies aimed at increasing effective communications and brand awareness. You will document process procedures and flow, recommending any changes to make them more efficient. You will assist with all internal and external marketing campaigns, producing creative content for marketing projects and initiatives to enhance client service and lead generation.

Core Responsibilities

• Prepare and follow a detailed editorial calendar.
• Weekly market updates
• Monthly plan sponsor e-newsletter
• Monthly wealth management e-newsletter
• Monthly participant e-newsletter
• Monthly blog
• Monthly financial wellness webinar
• Monthly webinar reports
• Compile original and curated content to prepare customized materials for clients and prospects.
• Marketing pieces
• Participant resource guides
• Financial wellness webinars and scripts
• Presentations and collateral materials
• Engagement analyses
• Enrollment video scripts
• Special e-newsletters and industry updates
• Further Shepherd Financial brand credibility with industry designations and awards.
• Complete relevant applications
• Insert new designations and awards in current client and prospect materials
• Maintain the Shepherd Financial website.
• Upload monthly blog posts
• Update team biographies and headshots
• Update awards and designations
• Attract and retain clients by increasing brand recognition via social media (LinkedIn, Facebook, and Twitter).
• Develop goals
• Create a regular publishing schedule
• Produce timely marketing campaigns for social media platform
• Proactively research best practices
• Analyze metrics.
• Establish ROI and monitor for website
• Establish ROI and monitor for social media platforms
• Produce comprehensive reports
• Assist the President – Retirement Plans and President – Wealth Management with projects as needed.
  
  

Requirements

Position Expectations

• A bachelor’s degree and relevant industry experience
• Experience with both traditional marketing and social media marketing
• The ability to execute multiple complex projects concurrently, produce work quickly and efficiently, and maintain acute focus on detail and excellence
• A desire to continuously learn and creatively apply new information
• Fundamentally sound writing and editing skills
• The flexibility to act as both a communicative team player and a dependable, autonomous worker
• The ability to regularly analyze and offer productive feedback on materials and processes
• A proficiency in Microsoft Office programs, Adobe Creative Cloud, WordPress (or similar hosting site) and Google Analytics
• Compliance with Shepherd Financial’s internal policies
• Begin each business day no later than 8:30 am
  
  

Compensation And Benefits

• Salary plus incentive-based salary enhancement for new annualized recurring revenue from either retirement plans or wealth management referrals
• Discretionary year-end performance bonus
• 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