Strategic Project Manager — Fast-Growth Firm

Peak Retirement Planning; Columbus (OH); On-site; USD 70,000 - 120,000; Full time

Job summary

Peak Retirement Planning, a fast-growing Columbus-based financial planning firm, seeks a proactive Project Manager to oversee initiatives from inception to completion. You’ll bridge departments, streamline workflows, and implement efficient processes to accelerate growth.

Responsibilities include tracking progress, mitigating risks, organizing company-wide initiatives, and removing roadblocks to support leadership and advisors.

Qualifications

• Elite at what they do. Extremely hard worker. Gritty. Gets things done.
• Dislikes working with B and C players.
• Does not need to be told twice what to do.
• 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.

Responsibilities

• 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
• Remove roadblocks and take on administrative tasks to support leadership and advisors

Skills

A+ Player

Foxhole Team Player

Rocketship Mindset

Job description

Peak Retirement Planning, a fast-growing Columbus-based financial planning firm, seeks a proactive Project Manager to oversee initiatives from inception to completion. You’ll bridge departments, streamline workflows, and implement efficient processes to accelerate growth.

Responsibilities include tracking progress, mitigating risks, organizing company-wide initiatives, and removing roadblocks to support leadership and advisors.