Head of Sales & Marketing

About Peak Trust Company

Peak Trust Company provides customized trust and fiduciary services to clients across the U.S. We are recognized as accessible experts in trust law and administration, supporting clients, attorneys, CPAs, and financial advisors with clarity, professionalism, and care. As we continue to grow, we are unifying our marketing and business development functions into one department—requiring a leader who can bring strategy, structure, and accountability to this critical area.

The Opportunity

We are seeking a Head of Marketing & Business Development to join our Leadership Team. This executive role will oversee a team of three (two marketing, one sales) and be responsible for developing and executing a cohesive strategy that drives growth, reinforces our reputation, and creates a scalable, integrated function. This is a leadership and management role. While the individual may occasionally engage in business development activities, the primary focus is to build and lead the strategy, processes, structure, and team necessary to support sustainable growth.

Key Responsibilities

• Develop and execute a combined sales and marketing strategy that aligns with company goals and supports business growth.
• Lead, mentor, and hold accountable a high‑performing team of marketing and business development professionals.
• Design and implement scalable sales processes, KPIs, and pipeline management tools, ensuring collaboration across departments.
• Serve as a brand ambassador—delivering Peak’s expertise and cultivating strong referral partnerships with attorneys, CPAs, and high-net-worth individuals.
• Oversee marketing strategy and execution, including digital presence, content, campaigns, and brand positioning in a regulated, technical environment.
• Drive CRM adoption and systems integration to create visibility, reporting, and accountability in business development efforts.
• Contribute actively as a member of the Leadership Team, ensuring alignment between marketing / business development priorities and firm-wide strategy.
• Represent Peak at conferences, industry events, and client engagements with confidence and professionalism.

Candidate Experience

Nice to Have

Why Join Peak

At Peak Trust Company, we believe our team is our most valuable asset. We are committed to fostering a culture of integrity, collaboration, and excellence while investing in the professional development and well‑being of our team members.

We understand the importance of work‑life balance and offer a competitive benefits package to support our employees in achieving it. Our goal is to attract and retain top-tier talent who align with our core values and contribute to our continued success.

EEO Statement

Peak Trust Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment. Peak expressly prohibits workplace harassment based on any protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. Employment at Peak Trust Company is at‑will and can be terminated at any time, with or without reason or notice, by either the employer or employee.

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