Fractional Director of Client Engagement & Company Growth

Lynch Financial Advisors is a fee-only wealth management and tax advisory firm that grows through trust, referrals, and genuine client relationships. They are seeking a fractional Director of Client Engagement and Company Growth to help sharpen the firm's story and extend it across client communications, LinkedIn, email, video, and other channels. The founder and team provide the majority of original content. The role is focused on identifying the strongest material, determining how to use it, and building efficient workflows to get it in front of the right audiences.

The initial phase (20-30 hours per week) covers organising existing content, launching the first client communications, and establishing repeatable processes. As the system matures, the commitment reduces to 10-15 hours per week. Compensation includes a competitive hourly consulting rate plus KPI-based performance bonuses. Note: This listing was sourced from LinkedIn. Visit the source link for full details and to apply.

• Organise existing written content, recorded conversations, and ideas into clear themes and identify the strongest opportunities.
• Build and launch initial client communications, establishing a repeatable process from concept to completion.
• Extend key content across LinkedIn, email, video, and other channels as the system develops.
• Build AI-assisted workflows that increase speed and consistency without diluting the firm's voice.
• Use HubSpot to track engagement metrics including opens, clicks, shares, and referral activity.
• Recommend and execute each 90-day content and communications cycle based on actual results.

• Strong strategic judgment in determining which ideas are worth developing and where they should live.
• Demonstrated ability to use AI tools to organise, repurpose, and accelerate content production.
• Resourceful and connected, with access to video, design, and social support that can be coordinated as needed.
• Comfortable operating with autonomy, taking ownership of outcomes, and keeping projects moving without constant direction.
• Experience in client communications, content strategy, or marketing with measurable business results.
• Knowledge of wealth management, tax planning, or behavioural finance is helpful but not required.

Lynch Financial Advisors is a growing, fee-only wealth management and tax advisory firm built on trust and long-term client relationships. The firm focuses on advice rather than product sales, working directly with clients in a candid, relationship-first environment. They produce original financial content and believe in launching, learning, and improving continuously.