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. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone.
What We Look For
A+ Player
Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
Dislikes 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 Requirements:
Maintain, troubleshoot, and upgrade hardware, software, and networks to ensure efficient operations across all offices
Provide technical support and resolve IT issues for staff members, including troubleshooting desktop computers, mobile devices, printers, and other peripherals
Implement data security measures to safeguard sensitive client and firm information, including managing firewalls, antivirus software, and network security protocols
Manage and maintain cloud-based systems and data storage solutions, ensuring secure and seamless access to important files and applications for remote and in-office employees
Assist in onboarding new employees by setting up user accounts, email, and workstations
Work closely with our team to streamline technology processes that enhance our client service delivery, including integrating client management and financial planning software
Assist in the integration of new software systems and tools as the firm continues to grow, ensuring they align with the company’s needs and goals
Build out automations and workflows using software systems such as Zapier or Make
Own management of CRM and other web presences.
Manage the company's Office 365 Suite of programs (Outlook, SharePoint, OneDrive)
Skills Required
- Maintain, troubleshoot, and upgrade hardware, software, and networks across all offices.
- Provide technical support for desktop computers, mobile devices, printers, and peripherals.
- Manage firewalls, antivirus software, and network security protocols.
- Manage cloud-based systems and data storage securely for remote and in-office employees.
- Set up user accounts, email, and workstations for new employees.
- Integrate client management and financial planning software.
- Assist with integration of new software systems and tools.
- Build automations and workflows using Zapier or Make.
- Manage CRM systems and company web presences.
- Manage Microsoft Office 365, including Outlook, SharePoint, and OneDrive.
