Systems Engineer: Workflow & Automation for Growth

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, OH is seeking highly driven professionals to join a fast-growing private financial planning firm. We value top performance, a servant's heart, and a willingness to own challenging workflows.

As part of the team, you will run financial operating systems to support advisory and client service, design scalable processes, and partner with leadership to test new tools and strategies. We look for A players who strive for excellence and a long-term commitment.

Qualifications

• Top performers who excel at their craft.
• Willingness to take initiative without being told.
• Commitment to delivering exceptional client service.

Responsibilities

• Be part of multiple roles to meet firm needs.
• Run financial operating systems to support advisory and client service teams.
• Own complex workflows, identify problems, and propose solutions.
• Design business architecture and systems to Peak's standards of excellence.
• Support advisors by translating financial planning needs into scalable systems.
• Partner with leadership to test, implement, and optimize new tools and workflows.

Skills

Elite performer

Strong work ethic

Grit

Self-motivated

Team player

Growth mindset

Job description

Peak Retirement Planning, Inc. in Columbus, OH is seeking highly driven professionals to join a fast-growing private financial planning firm. We value top performance, a servant's heart, and a willingness to own challenging workflows.

As part of the team, you will run financial operating systems to support advisory and client service, design scalable processes, and partner with leadership to test new tools and strategies. We look for A players who strive for excellence and a long-term commitment.