Senior Operations Associate

About the Company

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 founding team includes leaders from Goldman Sachs, Uber, Block, Stripe, and Robinhood.

Responsibilities

• 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

Requirements

• Excellent stakeholder management and clear, confident communication with administrators and executives
• Proven ability to turn manual, one-off processes into repeatable, scalable programs
• Leverage mindset using AI, automation, and tooling to scale impact
• Proficiency using data and tools such as spreadsheets, SQL, no-code platforms, or APIs
• Ability to work in-office five days per week in Tribeca, NYC

Preferred Qualifications

• Hands-on experience running 401(k) plan setups and recordkeeper migrations
• 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