Marketing Director

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 75,000 - 100,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio, is seeking a passionate Marketing Director to lead the marketing strategies and enhance our brand as we scale. The ideal candidate will have extensive experience in marketing and project management, aligning with our core values of excellence and community service.

In this role, you will focus on growth opportunities, manage marketing funnels, and ensure our team receives necessary training and support. Join us in our mission to make a significant impact in financial planning!

Qualifications

• Proven experience in developing and implementing marketing strategies.
• Strong ability to manage projects and deliver results.
• Exceptional team working and communication skills.

Responsibilities

• Maintain marketing strategies to grow client base.
• Project management for new systems and software.
• Provide training and professional development for the marketing team.

Skills

Marketing Strategy

Project Management

Team Collaboration

Client Relationship Management

Education

Experience as a Marketing Director or similar role

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.

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).

Responsibilities

• 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