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:
Bring experience as a Marketing Director or similar role
Maintain our marketing strategies to grow our client base and increase industry impact
Maximize various marketing funnels and find new opportunities as we grow into a nationwide brand
Demonstrate an alignment with the company’s core values
Project Management - Lead the research, design, and implementation of new systems and software
Reports - Ensure the CEO has the reports and dashboards necessary to manage and run the business
Training - Provide initial training and ongoing professional development for our Marketing Department
Quarterly Check-Ins - Meet with team members in our marketing department quarterly to discuss their Scorecards, areas of coaching for improvement, and praise for achieving their results
Skills Required
- Experience as a Marketing Director or similar role
- Proven ability to develop and maintain marketing strategies to drive client growth and industry impact
- Expertise optimizing marketing funnels and identifying new growth opportunities
- Project management experience leading research, design, and implementation of systems and software
- Ability to create and maintain reports and dashboards for executive management (CEO)
- Experience training and developing a marketing team and providing ongoing professional development
- Conduct regular performance check-ins, coach against Scorecards, and deliver feedback and recognition
- Alignment with the company's core values, high drive, team-first mentality, and strong work ethic (A+ player)
