Job description

ABOUT BASIC CAPITAL Basic Capital is a fintech company disrupting America’s $1T retirement industry by building the mortgage for retirement, unlocking market ownership, and making wealth accessible to every American. Our mission is to create products, platforms, and a credit marketplace that power a fundamentally new retirement system. Our founding team includes leaders from Goldman Sachs, Uber, Block, Stripe, and Robinhood. We’re backed by top investors such as Lux Capital, Forerunner Ventures, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Based in Tribeca, NYC, we’re assembling a lean, high-performance team committed to reducing wealth inequality. For more information, visit Basic Capital’s website basiccapital.com. YOU WILL - Own the onboarding lifecycle end to end for every new employer, including plan setup, recordkeeper migrations, payroll integrations, and processing deconversions - Design and build the programmatic systems, automation, and AI-powered tooling that scale onboarding to many clients without scaling headcount - Own plan compliance and plan building, including adoption agreement configuration and plan design - Lead employee education and serve as the expert and the face of Basic Capital for the clients you bring live - Manage stakeholders and communicate clearly with administrators and executives throughout implementation REQUIRED COMPETENCIES - Excellent stakeholder management and clear, confident communication with administrators and executives - A systems builder who has turned manual, one-off processes into repeatable, scalable programs - A leverage mindset, using AI, automation, and tooling to scale impact rather than adding headcount - Comfort using data and tools such as spreadsheets, SQL, no-code platforms, or APIs, and partnering with technical teams PREFERRED COMPETENCIES - Hands-on experience running 401(k) plan setups and recordkeeper migrations, for clients ranging from a handful of employees to thousands - Experience building operational tooling, automations, or AI-powered internal systems - Familiarity with plan document and adoption agreement software - Experience in fintech or early-stage technology companies CULTURAL FIT - Passionate about solving big social problems with pragmatic solutions - Aptitude for complexity and curiosity for financial markets - Believes in building leverage, using AI and automation to scale impact as the company grows rather than defaulting to headcount - Enjoys learning new tools and selecting the right one for each job - Adaptable and open to contributing across the operation as the team evolves - Autonomous, high agency, accountable, and thrives in a fast-paced environment - Strong collaboration and communication skills, working effectively in cross-functional teams - Excited to be part of an in-office team, working five days per week from our Tribeca, NYC office

Requirements

Must-haves

Own the onboarding lifecycle end to end for every new employer, including plan setup, recordkeeper migrations, payroll integrations, and processing deconversions
Design and build the programmatic systems, automation, and AI-powered tooling that scale onboarding to many clients without scaling headcount
Own plan compliance and plan building, including adoption agreement configuration and plan design
Lead employee education and serve as the expert and the face of Basic Capital for the clients you bring live
Manage stakeholders and communicate clearly with administrators and executives throughout implementation
Excellent stakeholder management and clear, confident communication with administrators and executives
A systems builder who has turned manual, one-off processes into repeatable, scalable programs
A leverage mindset, using AI, automation, and tooling to scale impact rather than adding headcount
Comfort using data and tools such as spreadsheets, SQL, no-code platforms, or APIs, and partnering with technical teams
Experience building operational tooling, automations, or AI-powered internal systems
Familiarity with plan document and adoption agreement software
Experience in fintech or early-stage technology companies
Passionate about solving big social problems with pragmatic solutions
Aptitude for complexity and curiosity for financial markets
Believes in building leverage, using AI and automation to scale impact as the company grows rather than defaulting to headcount
Enjoys learning new tools and selecting the right one for each job
Adaptable and open to contributing across the operation as the team evolves
Autonomous, high agency, accountable, and thrives in a fast-paced environment
Strong collaboration and communication skills, working effectively in cross-functional teams
Excited to be part of an in-office team, working five days per week from our Tribeca, NYC office

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

aisql

Platform: ashby
Effort: quick

Benefits

Benefits detected in the listing.

401(K)