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 Project Manager or similar role
Oversee and manage projects from inception to completion, ensuring deadlines are met
Act as a bridge between departments to streamline communication and workflows
Implement and optimize processes for maximum efficiency
Track project progress and adjust plans as needed
Identify and mitigate risks to ensure successful project execution
Assist in organizing company-wide initiatives, events, and process improvements
Maintain an organized, structured work environment for the team
Remove roadblocks and take on administrative tasks to support leadership and advisors
Skills Required
- Experience as a Project Manager or similar role
- Oversee and manage projects from inception to completion, ensuring deadlines are met
- Act as a bridge between departments to streamline communication and workflows
- Implement and optimize processes for maximum efficiency
- Track project progress and adjust plans as needed
- Identify and mitigate risks to ensure successful project execution
- Assist in organizing company-wide initiatives, events, and process improvements
- Maintain an organized, structured work environment for the team
- Remove roadblocks and take on administrative tasks to support leadership and advisors
- High-performance (A+ Player): elite work ethic, grit, and self-direction
- Servant leadership and team-first mindset (Foxhole Team Member)
- Growth mindset and long-term commitment to company (Rocketship Mentality)
