Join us on a mission to increase the rate at which Americans save for retirement. Backed by Lux.
About the role
We're hiring a Lead Retirement Plan Specialist to be a senior operator on our team, a trusted guide to our customers, and an operational ERISA expert. You'll work directly with plan sponsors on plan design, onboarding, and the compliance work that keeps their plans running clean. This is a senior seat on a small, high-leverage team. You'll shape how plan consulting actually works at a modern recordkeeper.
What they're looking for
- 5+ years of ERISA operational experience at a TPA, recordkeeper, or plan consulting firm. You've run year-end for a book of plans. You've handled corrections. You've explained a failed test to a founder
- Preferred: QKA, QPA, CPC, or ERPA. Some mix of credentials is a strong plus, but deep operational experience matters more than any single letter combination
- Technically deep on the operational side. You can talk through correction methods, coverage testing, and amendment timing without looking things up
- Customer-facing by instinct. You like sitting with plan sponsors and HR leads. You don't hide behind jargon
- Ambitious. You want to shape a function, not maintain one
- NYC-based or willing to relocate. This is an in-person role in Tribeca
More about this role
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 SoHo, NYC, we’re assembling a lean, high-performance team committed to reducing wealth inequality.
For more information, visit Basic Capital’s website .
We're hiring a Lead Retirement Plan Specialist to be a senior operator on our team, a trusted guide to our customers, and an operational ERISA expert. You'll work directly with plan sponsors on plan design, onboarding, and the compliance work that keeps their plans running clean.
This is a senior seat on a small, high-leverage team. You'll shape how plan consulting actually works at a modern recordkeeper.
Consult with customers on plan design: eligibility rules, vesting schedules, safe harbor...
Browse similar: Startup jobs