Chief of Staff

Posted One Month Ago
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Columbus, OH, USA
In-Office
100K-150K Annually
Entry level
Fintech • Financial Services
The Role
Serve as a strategic partner to the CEO and team leads, helping guide business decisions and the firm’s overall direction. Delegate responsibilities, provide constructive feedback, organize cross-department meetings, and facilitate communication and collaboration. The role also includes building client relationships in person and virtually while supporting the needs of a rapidly scaling financial planning startup.
Summary Generated by Built In

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. We are very selective to ensure we hire the best and those aligned with our values and intensity.

  

What We Look For

  • A+ Player 

    • Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed. 

    • Hates working with B and C players. 

    • Does not need to be told twice what to do. 

  • Foxhole Team Member 

    • Has a servant's heart and a purpose bigger than themselves. 

    • Will help a team member fix a flat on the side of the road at 6am. 

    • Goes above and beyond to provide a "White Glove Service" to our clients. 

  • Rocketship Mentality 

    • Excited to join a fast-growing startup with extreme upside. 

    • Growth Mindset in all areas of life -  professionally, personally, physically, and spiritually. 

    • "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job). 

Main Responsibilities:

  • Work closely with CEO and team leads to lead the firm in a positive direction

  • Lead and manage team members

  • Help make business decisions

  • Delegate tasks and responsibilities

  • Work with all departments to ensure everyone is on the same page

Skills Required

  • Experience as a Chief of Staff or in a similar role
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The Company
58 Employees

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