Visual Content & Graphic Designer

Oxford Financial Advisors
Full-timeβ€’Carmel, United States

πŸ“ Job Overview

Job Title: Visual Content & Graphic Designer

Company: Oxford Financial Advisors

Location: Carmel, Indiana, United States

Job Type: Full-time

Category: Marketing Operations / Creative Services

Date Posted: April 29, 2026

Experience Level: Mid-level (5-8+ years)

Remote Status: On-site

πŸš€ Role Summary

  • Develop and maintain high-quality visual content across various platforms, including presentations, marketing emails, and webpages, ensuring strict adherence to brand standards.

  • Collaborate with marketing and cross-functional teams to translate complex messaging into visually engaging and reusable design assets and templates.

  • Act as a brand guardian, ensuring consistency and evolving the brand system with cohesive design enhancements and toolkits.

  • Support digital content creation, including webpage assembly and email template design, with a focus on layout and imagery.

πŸ“ Enhancement Note: While the title is "Visual Content & Graphic Designer," the responsibilities heavily lean into marketing operations and brand stewardship, requiring strong collaboration with marketing functions and a deep understanding of brand consistency in visual communications. The role is not purely creative but also operational in its execution of brand standards and template management.

πŸ“ˆ Primary Responsibilities

  • Design and produce persuasive presentations, including storyboarding, master slide creation, data visualization, and GIF integration, using provided copy.

  • Create a wide range of marketing collateral such as one-pagers, infographics, social media assets, banners, and print-ready files.

  • Develop and maintain a library of editable templates for presentations, emails, and graphic assets, ensuring proper version control and accessibility.

  • Assemble webpages within a CMS or page-builder tool, focusing on layout and imagery, without requiring hand-coding.

  • Assemble marketing emails using email-builder tools, concentrating on layout and imagery, also without hand-coding.

  • Support UX/UI design initiatives by creating wireframes, visual prototypes, and intuitive digital layouts for various touchpoints.

  • Partner with internal departments like Investments, Family Office Services, Compliance, and Practice Management to understand their design needs and deliver tailored visual solutions.

  • Develop and maintain firm-wide templates (e.g., stationery, presentations) to ensure usability and accurate branding.

  • Provide training and coaching to non-design teams on how to effectively use templates and manage project requests through established systems.

  • Assist in implementing and managing project intake and workflow systems for marketing and design requests to streamline operations.

πŸ“ Enhancement Note: The responsibilities highlight a blend of creative design execution and operational process management, particularly in template creation, brand governance, and workflow optimization for design requests. This suggests a need for an individual who can not only design but also systemize and educate others on design processes.

πŸŽ“ Skills & Qualifications

Education: Bachelor’s degree in Graphic Design, Visual Communication, Marketing, or a related field, or equivalent practical experience.

Experience: 5-8+ years of relevant design experience, preferably within corporate environments, demonstrating the ability to manage multiple projects under deadline pressure.

Required Skills:

  • Advanced proficiency in Adobe Creative Suite, with a strong emphasis on Illustrator and Photoshop.

  • Demonstrated ability to convert and optimize visual assets for Microsoft Office applications (PowerPoint, Word, Excel), maintaining formatting and brand integrity.

  • Solid understanding of file formats, resolution best practices, print preparation, and digital accessibility standards.

  • Exceptional detail orientation with high standards for design accuracy and brand alignment.

  • Effective communication skills for collaborating with cross-functional teams and presenting design rationale.

  • Proven ability to manage multiple projects simultaneously in a fast-paced, deadline-driven environment.

Preferred Skills:

  • Experience with UI/UX design principles and collaborative tools such as Figma or VisMe.

  • Familiarity with Salesforce Marketing Cloud for email campaign design and execution.

  • Basic motion graphics and GIF creation skills using tools like After Effects, Premiere, or simpler alternatives.

  • Experience utilizing Canva for rapid, templated content creation.

πŸ“ Enhancement Note: The emphasis on optimizing for Microsoft Office applications is a key differentiator for this role, indicating a need for a designer who can bridge the gap between professional design software and everyday business tools used by non-designers. This is a critical skill for ensuring brand consistency across the organization.

πŸ“Š Process & Systems Portfolio Requirements

Portfolio Essentials:

  • Demonstrate a strong portfolio showcasing a range of visual content, including high-impact presentations, cohesive marketing collateral, and effective web/email layouts.

  • Include case studies that highlight your ability to translate complex messaging into clear, visually compelling designs.

  • Showcase examples of template development and their application across different platforms, emphasizing reusability and brand consistency.

Process Documentation:

  • Examples of how you have developed and maintained brand guidelines or design systems to ensure consistency across various outputs.

  • Demonstrate experience in creating and implementing editable templates for common business needs (e.g., presentations, one-pagers) and how you managed their adoption.

  • Showcase your process for collaborating with stakeholders, gathering requirements, and iterating on designs based on feedback.

  • Illustrate your approach to file organization, version control, and handover procedures for design assets.

πŸ“ Enhancement Note: For this role, a portfolio is crucial not just for showcasing creative talent but also for demonstrating operational efficiency in design. Candidates should be prepared to present examples of how they have systematized design processes, created reusable assets, and collaborated effectively within a corporate structure.

πŸ’΅ Compensation & Benefits

Salary Range: Based on industry benchmarks for a mid-level Graphic Designer with 5-8+ years of experience in a corporate environment in the Carmel, Indiana area, the estimated salary range is typically between $70,000 and $95,000 annually. This can vary based on the candidate's specific experience, portfolio, and the final negotiation.

Benefits:

  • Comprehensive health, dental, and vision insurance plans.

  • Retirement savings plan with company matching contributions (e.g., 401k).

  • Paid time off (PTO), including vacation days, sick leave, and company holidays.

  • Opportunities for professional development, including workshops, training, and potential conference attendance.

  • Potential for performance-based bonuses or incentives.

Working Hours: The standard working hours for this full-time, on-site position are approximately 40 hours per week. While the role is primarily office-based, a degree of flexibility might be available depending on project demands and team needs, though adherence to core business hours is expected.

πŸ“ Enhancement Note: Salary estimates are based on publicly available data for similar roles in the Indianapolis metropolitan area, considering the specified experience level and the corporate nature of the financial services industry. Benefits are standard offerings for full-time employees in the US financial sector.

🎯 Team & Company Context

🏒 Company Culture

Industry: Financial Services (specifically, wealth management and financial advisory). This industry demands a high degree of professionalism, trustworthiness, and adherence to regulatory standards, which translates into design work that is sophisticated, clear, and compliant.

Company Size: Oxford Financial Advisors is likely a mid-sized to large organization within the financial advisory space, suggesting a structured corporate environment with established processes and departments. This means the designer will likely work within a defined marketing or communications team, collaborating with various business units.

Founded: Information on the founding date is not provided, but the company's focus on financial advisory implies a history of serving clients with long-term financial goals, suggesting a culture that values stability, expertise, and client relationships.

Team Structure:

  • The Visual Content & Graphic Designer will likely be part of a broader Marketing or Communications department. This team may include marketing strategists, content writers, digital marketers, and other creative professionals.

  • The reporting structure will likely be to a Marketing Manager, Director of Marketing, or Head of Communications, who oversees the overall marketing strategy and execution.

Methodology:

  • Data analysis and insights will inform design decisions, particularly in understanding audience engagement with digital content and presentation effectiveness.

  • Workflow planning and optimization strategies will be employed to manage the intake of design requests, prioritize tasks, and ensure efficient delivery of visual assets.

  • Automation and efficiency practices will be leveraged through template creation and training, enabling other teams to produce branded content independently.

Company Website: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=08f4eaaf-a5bc-4b01-a9c8-7c92230afbf1

πŸ“ Enhancement Note: The financial services industry context is crucial. Design work must be professional, compliant, and convey trust and expertise. This means a strong emphasis on brand consistency, clear data visualization, and avoiding overly trendy or unprofessional aesthetics.

πŸ“ˆ Career & Growth Analysis

Operations Career Level: This role is positioned as a mid-level Graphic Designer, implying a solid foundation of technical skills and practical experience. It's a position focused on execution and creative problem-solving within established brand parameters, rather than strategic design leadership. The role requires an individual who can independently manage projects and contribute to the team's output.

Reporting Structure: The designer will report to a Marketing or Communications leader, who will provide strategic direction and project assignments. This leader will likely oversee the alignment of design efforts with broader business objectives. Collaboration will extend to peers within the marketing team and stakeholders across various business units, requiring strong interpersonal and communication skills.

Operations Impact: The operations impact of this role is significant in ensuring brand consistency, enhancing the professionalism of client-facing materials, and improving the efficiency of content creation through template development. High-quality visuals directly influence client perception, engagement with marketing materials, and the overall brand image of Oxford Financial Advisors. By providing user-friendly templates and training, the designer empowers other departments, streamlining internal processes and reducing reliance on the design team for routine tasks.

Growth Opportunities:

  • Specialization: Potential to deepen expertise in specific areas such as presentation design, data visualization, UI/UX design, or motion graphics, becoming a go-to expert within the firm.

  • Skill Development: Opportunities to learn new design software, explore advanced techniques in branding or digital design, and potentially gain exposure to marketing automation platforms like Salesforce Marketing Cloud.

  • Leadership Potential: With demonstrated success in process improvement, template development, and cross-functional training, there could be a path towards a Senior Designer role or a team lead position, overseeing junior designers or specific design projects.

πŸ“ Enhancement Note: The growth potential is tied to demonstrating not just creative skill but also operational efficiency and an ability to contribute to process improvements within the marketing function.

🌐 Work Environment

Office Type: The position is explicitly stated as 100% on-site, meaning the designer will work from Oxford's Carmel office. This signifies a traditional office environment where in-person collaboration is expected.

Office Location(s): The primary office location is Carmel, Indiana. This is a suburban area with a growing business community, offering a professional setting.

Workspace Context:

  • The workspace will likely be a dedicated desk or cubicle within a marketing or creative department, equipped with standard office furniture and access to necessary technology.

  • Access to design software and hardware (computers, monitors) will be provided. Collaboration might occur in shared office spaces, meeting rooms, or through digital platforms for remote collaboration within the office.

  • Opportunities for interaction with the broader marketing team and other departments will be frequent, fostering a collaborative and communicative work environment.

Work Schedule: The role adheres to a standard 40-hour work week, Monday through Friday. While the schedule is generally fixed, there might be occasional requirements for extended hours to meet critical project deadlines, especially during major campaign launches or events.

πŸ“ Enhancement Note: The 100% on-site requirement is a critical factor for candidates. It implies a need for local candidates or those willing to relocate, and it highlights the company's preference for in-person collaboration and team integration.

πŸ“„ Application & Portfolio Review Process

Interview Process:

  • Initial Screening: A review of your resume and portfolio to assess qualifications, experience, and stylistic fit with the company's brand.

  • First Interview: Typically with a hiring manager or HR representative, focusing on general experience, behavioral questions, and an overview of your career path.

  • Skills Assessment/Design Challenge: Candidates may be asked to complete a take-home design exercise or a timed in-office challenge to evaluate their design skills, problem-solving abilities, and efficiency under pressure. This might involve creating a presentation slide, a social media graphic, or optimizing an existing asset.

  • Second Interview/Panel Interview: May involve meeting with team members, cross-functional stakeholders (e.g., from Compliance or Investments), and potentially senior leadership. This stage assesses cultural fit, collaboration skills, and ability to articulate design rationale.

  • Final Interview: Often with a senior executive for final approval.

Portfolio Review Tips:

  • Curate Selectively: Showcase 3-5 of your strongest projects that best align with the responsibilities outlined in the job description (presentations, marketing collateral, web assets, brand consistency work).

  • Highlight Process: For each project, clearly explain the objective, your role, the process you followed, the tools used, and the outcome. Emphasize how you met client needs and overcame challenges.

  • Demonstrate Brand Adherence: Include examples where you successfully worked within strict brand guidelines, or where you contributed to evolving a brand system.

  • Showcase Versatility: Include examples of both digital and print design, as well as your ability to optimize assets for different platforms (especially PowerPoint).

  • Prepare for Presentation: Be ready to walk through your portfolio, explaining your design choices and the impact of your work. Practice your narrative to be concise and compelling.

Challenge Preparation:

  • Understand the Brief: Carefully read and understand all instructions for any design challenge. Clarify any ambiguities before starting.

  • Prioritize: Focus on delivering a high-quality solution that meets the core requirements of the brief, rather than getting bogged down in minor details.

  • Brand Consistency: If a brand guide is provided or implied, ensure your submission strictly adheres to it.

  • File Organization: Submit files in the requested formats and with clear naming conventions.

πŸ“ Enhancement Note: The emphasis on on-site work and collaboration suggests that interview stages might include in-person components. The design challenge will likely assess practical application of skills relevant to the company's immediate needs, such as presentation design and brand asset creation.

πŸ›  Tools & Technology Stack

Primary Tools:

  • Adobe Creative Suite: Advanced proficiency required, specifically:

    • Illustrator: For vector graphics, logos, icons, and illustrations.
    • Photoshop: For image editing, manipulation, and creating digital assets.
  • Microsoft Office Suite: Strong ability to create and optimize visual content within:

    • PowerPoint: For presentations, including master slides, data visualization, and template creation.
    • Word: For document formatting and creating branded collateral.
    • Excel: For data visualization (charts, graphs) within presentations or reports.

Analytics & Reporting:

CRM & Automation:

  • Salesforce Marketing Cloud (Preferred): Experience with this platform would be advantageous for designing and implementing marketing emails.

  • CMS/Page Builder Tools: Experience assembling webpages (layout/imagery only). Specific tools not listed, but a general understanding is required.

  • Email Builder Tools: Experience assembling marketing emails (layout/imagery only). Specific tools not listed, but a general understanding is required.

Collaboration & Prototyping:

  • Figma or VisMe (Preferred): For UI/UX design, wireframing, and prototyping.

  • Canva (Preferred): For quick-turn templated content creation.

πŸ“ Enhancement Note: The strong emphasis on Adobe Creative Suite and Microsoft Office integration is a core technical requirement. Proficiency in optimizing designs for PowerPoint is particularly critical and distinguishes this role from a pure graphic designer position.

πŸ‘₯ Team Culture & Values

Operations Values:

  • Professionalism & Discretion: In the financial services industry, maintaining confidentiality and a professional demeanor is paramount. This translates to handling sensitive client information with care and presenting materials in a polished, trustworthy manner.

  • Detail-Oriented & Accuracy: High standards for design accuracy and brand alignment are expected, reflecting the precision required in financial operations.

  • Collaboration & Teamwork: Working effectively with diverse internal teams to understand their needs and deliver cohesive visual solutions.

  • Efficiency & Optimization: A drive to create reusable templates and streamline processes to improve workflow for both the design team and other departments.

  • Brand Stewardship: A commitment to upholding and evolving the company's brand identity across all visual communications.

Collaboration Style:

  • Cross-functional Integration: Actively engaging with various departments to understand their unique design requirements and ensuring that visual outputs align with their goals and the firm's overall strategy.

  • Proactive Communication: Regularly communicating project status, seeking feedback, and providing clear explanations for design choices to stakeholders.

  • Feedback Incorporation: A willingness to receive and act upon constructive criticism, iterating on designs to achieve optimal results.

  • Knowledge Sharing: Contributing to a culture of learning by developing and sharing templates, providing training, and documenting design best practices.

πŸ“ Enhancement Note: The company culture will likely mirror the conservative and professional nature of the financial services industry, emphasizing reliability, accuracy, and strong ethical conduct in all aspects of work, including design.

⚑ Challenges & Growth Opportunities

Challenges:

  • Balancing Brand Consistency with Diverse Needs: Ensuring all visual outputs adhere to strict brand guidelines while also meeting the unique requirements of various departments (e.g., Investment, Compliance, Practice Management).

  • Managing High Volume of Requests: Juggling multiple projects with competing deadlines in a fast-paced corporate environment.

  • Adapting to Evolving Brand Standards: Staying current with brand updates and integrating them seamlessly into existing and new design assets.

  • Bridging the Gap Between Design Software and Business Tools: Successfully translating complex designs from professional software (Adobe Suite) into user-friendly formats for Microsoft Office applications like PowerPoint.

Learning & Development Opportunities:

  • Advanced Design Software Training: Opportunities to deepen expertise in Adobe Creative Suite or explore new design tools.

  • UI/UX Specialization: Potential to develop skills in user interface and user experience design, enhancing digital product offerings.

  • Motion Graphics/Animation: Acquiring skills in creating animated content for presentations and digital marketing.

  • Marketing Technology Exposure: Gaining familiarity with marketing automation platforms like Salesforce Marketing Cloud and CMS tools.

  • Financial Industry Design Best Practices: Learning specific design considerations and compliance requirements within the financial services sector.

πŸ“ Enhancement Note: The primary challenge lies in the operational aspect of design: systematizing it, making it accessible to others, and ensuring it's always on-brand and compliant within a regulated industry.

πŸ’‘ Interview Preparation

Strategy Questions:

  • "How do you approach translating complex financial information into easily understandable visual formats?" (Prepare examples of data visualization or infographic design).

  • "Describe a time you had to work with strict brand guidelines. How did you ensure compliance while still delivering creative solutions?" (Focus on your role as a brand guardian).

  • "Walk us through your process for creating a presentation template from scratch." (Detail storyboarding, master slides, asset integration, and user guidance).

Company & Culture Questions:

  • "What do you know about Oxford Financial Advisors and the financial services industry?" (Research the company's mission, values, and recent news; understand the industry's need for trust and professionalism).

  • "How would you ensure brand consistency across all visual assets created by different teams within the company?" (Discuss your approach to template development, training, and brand audits).

Portfolio Presentation Strategy:

  • Storytelling: For each project, tell a clear story: the problem, your solution, your process, and the impact. Quantify results where possible (e.g., "This template reduced request time by X%").

  • Highlight Versatility: Showcase your ability to create a range of assets, from detailed illustrations to polished presentations and web layouts.

  • Emphasize Operational Skills: Specifically point out projects where you developed templates, managed workflows, or trained others.

  • Demonstrate PowerPoint Proficiency: Have at least one strong example of a well-designed, usable PowerPoint presentation or template.

  • Be Ready for Technical Questions: Be prepared to discuss your software proficiency and how you optimize assets for different platforms.

πŸ“ Enhancement Note: Expect questions that probe your understanding of brand management, your ability to work within a regulated industry, and your practical skills in creating reusable design assets for a corporate audience.

πŸ“Œ Application Steps

To apply for this Visual Content & Graphic Designer position:

  • Submit your application through the provided ADP link.

  • Portfolio Customization: Ensure your portfolio prominently features examples of presentation design, marketing collateral, and your ability to work within established brand guidelines. Tailor your selection to highlight how you create reusable assets and support internal users.

  • Resume Optimization: Craft your resume to emphasize your 5-8+ years of corporate design experience, proficiency in Adobe Creative Suite and Microsoft Office (especially PowerPoint), and any experience in financial services or similar regulated industries. Quantify achievements whenever possible.

  • Prepare for Design Challenge: Anticipate a practical design exercise. Practice creating a presentation slide or a social media graphic under a time constraint, focusing on brand adherence and clear communication.

  • Research Company & Industry: Familiarize yourself with Oxford Financial Advisors' brand, services, and the general landscape of financial advisory. Understand the importance of professionalism, trust, and compliance in visual communications within this sector.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.


Application Requirements

Candidates must have a bachelor's degree in a relevant field and 5-8+ years of corporate design experience. Proficiency in Adobe Creative Suite and the ability to optimize assets for Microsoft Office applications are required.