Project Manager

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 70,000 - 90,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio is looking for a Project Manager to oversee projects from inception to completion. You will manage workflows and ensure deadlines are met while optimizing processes for efficiency.

The ideal candidate will have proven project management experience and a passion for working within a fast-paced start-up environment. This role requires excellent communication skills and a proactive approach to problem-solving.

Qualifications

• Experience as a Project Manager or similar role is essential.
• Ability to oversee and manage projects from inception to completion.
• Strong communication skills to act as a bridge between departments.

Responsibilities

• Oversee and manage projects, ensuring deadlines are met.
• Implement and optimize processes for maximum efficiency.
• Track project progress and adjust plans as necessary.

Skills

Project Management

Communication

Process Optimization

Problem Solving

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).

Project Manager Responsibilities

• 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