Team Lead

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). 

• Bring experience as a Team Lead or similar role 

• Oversee the daily performance of the team to ensure consistent productivity 

• Foster a supportive, motivating, and growth-minded work environment 

• Guide, mentor, and train team members to ensure development and retention 

• Ensure tasks and projects are completed accurately and on schedule 

• Identify and implement process improvements to enhance efficiency 

• Monitor individual and team performance, providing timely feedback 

• Support advisors and cross-functional teams by clearing roadblocks and bottlenecks and ensuring operational flow