Join us on a mission to increase the rate at which Americans save for retirement. Backed by Lux.
About the role
Lead employee education and serve as the expert and the face of Basic Capital for the clients you bring live
What they're looking for
- 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
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 Tribeca, NYC, we’re assembling a lean, high-performance team committed to reducing wealth inequality.
For more information, visit Basic Capital’s website .
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...
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