Senior Operations Associate (Onboardings)

Basiccapital
New York Office
On-site

Who this role is best for

Geared toward senior operations professionals comfortable with building AI-powered systems for retirement plan onboarding in a fintech startup environment.

Best fit for

  • Experienced in 401(k) plan setups and recordkeeper migrations for diverse client sizes.
    — “Hands-on experience running 401(k) plan setups and recordkeeper migrations”
  • Systems thinker who automates processes to scale operations without adding headcount.
    — “A systems builder who has turned manual, one-off processes into repeatable, scalable programs”
  • Fintech or early-stage tech veteran comfortable with cross-functional collaboration in-office.
    — “Experience in fintech or early-stage technology companies”

Things to consider

  • Full-time in-office presence required in Tribeca, NYC, five days per week.
    — “working five days per week from our Tribeca, NYC office”
  • Must balance stakeholder management with technical implementation responsibilities.
    — “Manage stakeholders and communicate clearly with administrators and executives”

How to stand out

  • Demonstrate concrete examples of AI or automation tools you've built for operational scaling.
    — “using AI, automation, and tooling to scale impact rather than adding headcount”
  • Highlight specific instances where you configured complex plan adoption agreements.
    — “including adoption agreement configuration and plan design”
  • Showcase your ability to educate employees while serving as a company representative.
    — “Lead employee education and serve as the expert and the face of Basic Capital”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · TeamLevel · Senior

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • onboarding lifecycle ownership
  • programmatic systems design
  • plan compliance
  • employee education
Typical background
operationsfintechfinancial services

Skills & requirements

Required

Stakeholder ManagementCommunicationSystems BuildingProcess AutomationAI Tooling

Preferred

401(k) Plan SetupsRecordkeeper MigrationsPlan Document SoftwareFintech Experience

Stack & domain

Stakeholder ManagementCommunicationSystems BuildingAIAutomationToolingDataSQLNo-code PlatformsApisTechnical TeamsLeadershipCuriosityAdaptabilityCollaborationTeamworkAutonomyAccountabilityFast-paced EnvironmentFintechRetirement IndustryMortgageWealth Management

About the role

Original posting from Basiccapital via Ashby

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 https://www.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

Source: Basiccapital careers (Ashby)

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