Systems Engineer

Peak Retirement Planning, Inc.

• $80K — $95K *
Columbus, OH 43230In-Person
Enterprise Technology
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Interest in financial operating systems and client servicing
  • Ability to tackle complex workflows and problem-solving
  • Experience in designing business systems and architecture
  • Proficiency in adapting services to meet standard excellence
  • Collaborative mindset with leadership and advisors

Responsibilities

  • Participate in diverse roles to fulfill organizational needs
  • Learn and apply financial operating systems for team support
  • Manage and improve complex workflows within the firm
  • Create and align business designs with company standards
  • Assist financial advisors in structuring planning needs
  • Collaborate with leaders to implement and refine new tools

Benefits

  • Professional development opportunities
  • Collaborative and supportive work environment
  • Access to innovative tools and systems
  • Opportunity to shape and optimize workflows
  • Engagement in diverse responsibilities
Full Job Description
Main Requirements:
  • Look to be a part of multiple responsibilities, tasks, and roles to meet the firm's needs.
  • Interest in learning financial operating systems to support advisory and client service teams
  • Own complex workflows, identify problems, and propose solutions within the firm
  • Design business architecture and systems in accordance with Peak's standards of excellence
  • Support advisors by translating financial planning needs into structured, scalable systems
  • Partner with leadership to test, implement, and optimize new tools, workflows, and strategies
* Ladders Estimates

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