[Hiring] YouTube Manager @Peak Financial Planning

Role Description

The YouTube Manager exists to turn Peak Financial Planning's business priorities, audience insights, and financial-planning expertise into long-form videos that perform at their ceiling and generate measurable business outcomes.

• This is a true channel-owner seat for the Eric at Peak Financial Planning YouTube channel.
• You will have meaningful input upstream on ideas, angles, series concepts, livestreams, clip channel and formats, informed by performance data and a deep understanding of what retirement-focused viewers respond to.
• You will help shape what gets made and how it gets recorded so that YouTube performance is built in from the start—not bolted on at the end.
• This is not a channel babysitter or packaging-only position.
• You will own titles, thumbnails, metadata, upload operations, livestream operations, analytics, and back-catalogue optimization.
• You will be accountable for subscriber growth, booked consultations, and YouTube's contribution to Peak's client-acquisition engine.
• Views and click-through rate are inputs, not the ultimate goal.
• The goal is to attract the right viewers, build trust at scale, and convert attention into qualified prospective clients.
• The role is AI-forward by default.
• This role reports directly to the Chief Growth Officer, Chris, and works closely with Eric, the video editor, and the thumbnail designer.

Responsibilities

• Own the creative direction of YouTube packaging, including titles and thumbnails, partnering with Peak's editor and designers to translate each content brief into the final published package.
• Run the complete upload operation from beginning to end, including scheduling, descriptions, tags, chapters, end screens, cards, links, disclosures, and final quality-control review.
• Run the complete operations of our clips channels.
• Run the complete operations of our livestreams.
• Ensure no video goes live without passing Peak's complete editorial, technical, brand, and compliance checklist.
• Build and operate a continuous A/B-testing framework for thumbnails and titles across new and catalogue videos.
• Own YouTube analytics and build AI-agent-powered workflows for data compilation, anomaly detection, competitive research, reporting, and performance diagnosis.
• Translate performance insights into specific decisions affecting video ideas, hooks, titles, thumbnails, scripting, production, and distribution.
• Systematically audit and re-optimize Peak's back catalogue, including thumbnails, titles, descriptions, calls to action, links, and metadata.
• Track the compounding impression, view, subscriber, consultation, and revenue impact generated by back-catalogue optimization.
• Monitor the retirement, investing, tax-planning, and personal-finance content landscape to identify rising viewer demand, competitive gaps, and differentiated opportunities for Peak.
• Evaluate and roll out new YouTube features using a clear test-and-measure process.
• Maintain a reliable connection between channel performance and downstream business outcomes.
• Work within Peak's compliance requirements as an SEC-registered investment adviser.

Qualifications

• 3+ years managing, growing, or optimizing a high-volume YouTube channel.
• Deep command of YouTube's packaging ecosystem, including thumbnails, titles, click-through-rate mechanics, retention patterns, traffic sources, recommendation behavior, and catalogue optimization.
• Strong analytical fundamentals and demonstrated experience drawing practical creative decisions from performance data.
• Demonstrated experience running and documenting A/B tests for YouTube content.
• Familiarity with AI tools for analytics, reporting, research, or workflow automation—or a clear drive to build with them.
• Proficiency with project-management tools and Google Workspace.
• Strong written communication for titles, descriptions, creative briefs, and internal reports.
• Strong quality-control instincts and the ability to manage detailed publishing workflows without missed steps or preventable errors.
• Ability to distinguish between content that generates broad attention and content that attracts qualified prospective clients.
• Comfortable operating in a fast-moving, fully remote environment with clear ownership and measurable accountability.
• Experience with financial, retirement, investing, or educational media is strongly preferred.
• Familiarity with the advertising and recordkeeping considerations affecting financial-services content is a plus.

Results

• Click-through-rate and impression benchmarks improve consistently across new uploads.
• New videos attract qualified retirement-planning viewers—not merely broad, low-intent traffic.
• The back catalogue generates measurable new impression, view, subscriber, consultation, and revenue volume through systematic re-optimization.
• A/B testing is continuous, documented, and actively informs packaging decisions.
• Analytics reporting is automated, timely, decision-ready, and connected to downstream business performance.
• Zero uploads go live without passing the complete editorial, technical, brand, and compliance checklist.
• Subscriber growth trends upward quarter over quarter.
• YouTube remains a measurable and growing driver of qualified website traffic, consultation calls, new clients, and revenue for Peak Financial Planning.
• The channel develops a clearer and more defensible competitive position as a leading source of retirement-planning education.

Schedule

• Standard business hours, with flexibility to support recording, production, and upload timing.
• Occasional coordination outside normal hours may be required for time-sensitive publishing, live broadcasts, or production needs.

Location

• Full-time, remote within the United States.
• Team members must maintain reliable availability during agreed-upon working hours and be able to collaborate effectively with a distributed team.

Compensation

• $80,000–$100,000 base salary.
• The salary range may include several experience levels applicable to the position.
• Final compensation will be based on relevant prior experience, demonstrated channel results, skills, and expertise.
• This range reflects base salary only and does not include benefits or any additional compensation that may apply.

Benefits

• 3% safe harbor to 401k.
• 3 health insurance plan options - employer pays 50% of lowest cost plan premium for employee only (dependents CAN be covered but Peak does not cover the cost of dependents).
• Unlimited PTO.

How to apply

This is a two-step process.

• Step 1: Apply through the job posting.
• Step 2: Once your application is received, if you are going to be considered as a candidate, you will receive an email and text message requesting the submission of three video questions.
• Applications without the video submission will be considered incomplete.
• After a two-week window, all applicants will be notified as to whether they will move on to a first round interview.