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Marketing Specialist

Peak Retirement Planning, Inc.
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We are the #1 fastest-growing private company in Columbus, Ohio (According to Inc. 5000), and are quickly becoming one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 40 team members in less than 4 years. Our home office is located in Columbus, OH. At Peak, we seek to integrate Christian values and biblical principles in everything we do - from the standards we hold for our team culture to how we serve our clients, and we encourage advisors on our team to pursue the Certified Kingdom Advisor designation.

We are looking for an A+ Player who is looking to take charge and join a motivated group. If you are not growth-minded, then this is not the job for you. We run fast, work hard, and strive to make a Kingdom impact. This role is for someone looking for a career, not only a 9-5 job.

We are seeking a motivated, strategic, and detail-oriented Marketing Specialist to join our team. This role is critical in driving growth by turning marketing initiatives into meaningful client engagement. The ideal candidate will have a natural drive to succeed, strong organizational discipline, and a passion for telling our story through multiple platforms.

 

Minimum Requirements:

  • Strong project management skills and the ability to drive initiatives from start to finish
  • Consistent follow-through and attention to detail
  • A high internal drive to succeed and take ownership of outcomes
  • A commitment to personal and professional growth
  • Excellent organizational and communication skills
  • Alignment with the firm’s core values and mission

 

Main Responsibilities:

  • Maintain and enhance marketing strategies that bring in prospective clients and grow Peak's brand
  • Maximize our twelve marketing funnels including: community workshops, TV and radio, podcast, YouTube, and published books
  • Seek out new opportunities to grow our presence and impact as we scale into a national brand
  • Ensure the leadership team has accurate reports and dashboards related to marketing performance
  • Collaborate with internal teams to align marketing with operational and business objectives
  • Reports - ensure the CEO and leadership team have accurate reports and dashboards necessary to manage and run the business.
  • Demonstrate consistent alignment with company values in all work and communication
  • Participate in self-improvement initiatives to grow in your role and better serve the team