Chief of Staff

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 100,000 - 150,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, OH seeks a hands-on Chief of Staff to partner with the CEO and leadership team. You will drive strategic initiatives, align departments, and foster a high-performance culture.

You will delegate tasks, give constructive feedback, lead cross-functional meetings, and improve internal communication. You will also strengthen client relationships both in person and virtually to support growth and service excellence.

Qualifications

• Bring experience as a Chief of Staff or similar role.
• Partner with CEO to lead the firm in a positive direction.
• Delegate tasks and provide constructive feedback to the team.
• Lead and organize cross-department meetings and communications.
• Build and maintain client relationships in person and virtually.

Responsibilities

• Lead and organize team meetings with all departments.
• Facilitate communication and collaboration within the team.
• Build client relationships in in-person and virtual settings.

Skills

A+ Player

Team Leadership

Growth Mindset

Job description

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. At Peak, weintegrate Christian and conservative values and biblical principles in everything we do.

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 Requirements:

• Bring experience as a Chief of Staff or similar role

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

• Partner with CEO to oversee business decisions

• Delegate tasks and responsibilities

• Give constructive feedback to team members

• Lead and organize team meetings with all departments

• Facilitate communication and collaboration within the team

• Build client relationships in in-person and virtual settings