Chief of Staff
About The Position
Peak is a fast-growing financial planning firm based in Columbus, Ohio. The company describes itself as the fastest-growing private company in Columbus according to the Inc. 5000 and as one of the top and youngest financial planning firms in the country. It has grown from one team member to more than 60 in four years and emphasizes selectivity, high performance, service, and alignment with its values and intensity. The Chief of Staff will work closely with the CEO and team leads to help lead the firm in a positive direction. The role includes leading and managing team members, contributing to business decisions, delegating tasks and responsibilities, and coordinating across departments so everyone is aligned. The position is onsite in Columbus, Ohio, in Operations, with a listed salary range of $100,000–$150,000 per year.
Requirements
- Demonstrated excellence in their area of work.
- Extremely hard-working, gritty, and able to get things done.
- An internal drive to succeed and ability to act without needing to be told twice.
- A servant’s heart and a purpose bigger than themselves.
- Willingness to go above and beyond to provide white-glove service to clients.
- Excitement about joining a fast-growing startup.
- A growth mindset across professional, personal, physical, and spiritual areas of life.
- Interest in a long-term commitment to the firm; the posting describes this as being a “Lifer” who wants to work with the company for 30+ years.
Responsibilities
- Work closely with the CEO and team leads to lead the firm in a positive direction.
- Lead and manage team members.
- Help make business decisions.
- Delegate tasks and responsibilities.
- Work with all departments to ensure everyone is on the same page.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
