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 Responsibilities:
Own and lead our marketing department.
Optimize our 13 Marketing Funnels (including community workshops, TV and radio, podcasts, YouTube, and published books) with our national brand.
Understands data in making marketing decisions
Does not chase shiny objects. Focused on what works
Identify and implement process improvements
Establish and maintain department KPIs, and hold team members accountable
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 development for our Marketing Department
Skills Required
- Experience as a Marketing Director or in a similar role
- Ability to develop and maintain marketing strategies that grow the client base and increase industry impact
- Ability to optimize marketing funnels and identify new growth opportunities
- Project management experience leading research, design, and implementation of systems and software
- Ability to create or oversee business reports and dashboards for executive management
- Experience providing team training and ongoing professional development
- Alignment with the company’s core values and collaborative team culture
