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, and Robinhood, and we’re backed by top investors such as Lux, 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.
About the Role
Basic Capital is building the future of retirement investing and the capital markets engine behind it has to be invented from scratch.
This is not a “run the process” role. This is a market creation role.
We’re looking for our in-house Lewis Ranieri — the architect of the modern mortgage-backed securities (MBS) market — to help us build the credit rails that will power a new kind of wealth system for everyday Americans.
You will
Build and maintain relationships with credit managers and institutional lenders
Develop deep relationships with:
asset managers
structured credit investors
banks / warehouse providers
capital partners
Lead fundraising initiatives alongside CEO including engaging investors
Monitor capital market performance and execute against insights observed
Identify market opportunities to scale credit offerings
Collaborate with teams to streamline capital market operations
Structure, negotiate, and execute credit facilities / securitizations / forward flows (as relevant)
Translate our product and underwriting into a story institutional capital can’t ignore
Work cross-functionally with product, finance, legal, and ops to scale origination safely and quickly
Create a repeatable machine: not one-off deals but a brand new market
Qualifications
Proven experience in capital markets, with a background in banking, hedge funds, or fintech including embedded lending
Demonstrated ability in fundraising and managing relationships with lenders
Excellence in communication skills with high-stakes relationships
Excellence in financial modeling and skilled in using tools like PowerPoint and Excel
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 SoHo, NYC, we’re assembling a lean, high-performance team committed to reducing wealth inequality.
For more information, visit Basic Capital’s website.
You will
Join an elite team of engineers responsible for building systems that facilitate trading and money movement
Build and maintain core trading, financing, and fund management systems
Design and architect systems that orchestrate and reconciles complex flows of funds
Participate in architecture discussions, planning, and code reviews across the stack
Required Competencies
Strong experience with modern backend frameworks, API design, and event-driven systems
Strong architecture design and problem-solving skills
Proficiency in any of the following: Kotlin, Rust, Java, Go, C/C++, Python, Ruby, or TypeScript
Experience working with MySQL or PostgreSQL
Experience with modern build systems and cloud infrastructure (AWS, GCP, Azure)
Preferred Competencies
Experience building trading systems, lending systems, and asset management systems
Experience in fintech or early-stage technology companies
Experience working in Kotlin backends
Experience with Temporal for asynchronous workflow orchestration
Cultural Fit
Passionate about solving big social problems with pragmatic solutions
Aptitude for complexity and curiosity for financial markets
Enjoys learning new technologies and selecting the right tool for each job
Adaptable and open to contributing across the tech stack 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 a part of an in-office team
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 SoHo, NYC, we’re assembling a lean, high-performance team committed to reducing wealth inequality.
For more information, visit Basic Capital’s website.
You will
Be the founding member of the Data & Reporting team, building the data infrastructure and analytics capabilities that power Basic Capital's business intelligence, compliance, and customer communications
Design and build data pipelines that transform raw operational data into actionable insights for business stakeholders
Own the automation of critical compliance reporting, notices, and regulatory submissions
Develop and maintain customer-facing reporting systems including monthly account statements, performance analytics, and portfolio insights
Build and maintain our data warehouse infrastructure, ensuring data quality, consistency, and accessibility across the organization
Participate in architecture discussions, planning, and code reviews across the stack
Required Competencies
Strong experience with data pipeline development and ETL/ELT workflows
Proficiency with SQL and experience designing data models for analytics and reporting
Experience with modern data warehouse platforms (e.g., Snowflake, BigQuery, Redshift) and data transformation tools (e.g., dbt)
Experience with data visualization tools and building dashboards (e.g., Looker, Tableau, Hex, Metabase)
Strong attention to detail and commitment to data accuracy, especially for compliance-critical use cases
Proficiency in any of the following: Kotlin, Rust, Java, Go, C/C++, Python, Ruby, or TypeScript
Experience with modern build systems and cloud infrastructure (AWS, GCP, Azure)
Preferred Competencies
Experience in fintech or early-stage technology companies
Understanding of financial data, ledgers, and accounting principles
Experience working in Kotlin backends
Experience with Temporal for asynchronous workflow orchestration
Cultural Fit
Passionate about solving big social problems with pragmatic solutions
Aptitude for complexity and curiosity for financial markets
Enjoys learning new technologies and selecting the right tool for each job
Adaptable and open to contributing across the tech stack 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 a part of an in-office team
As a founding GTM Associate, you’ll be on the front line of driving Basic Capital’s growth through high-velocity outbound and strategic outreach. The market for retirement benefits moves slow, so we move fast.
You’ll be equipped with best-in-class tooling and data to qualify and route all inbound opportunities generated by our demand generation pods.
Expect a steep learning curve, direct impact on the company’s growth, and the opportunity to move into an AE or leadership role within 90–120 days.
Source new sales opportunities through inbound qualification and outbound outreach
Contact 100+ prospective customers per day
Maintain accurate records and prioritize leads in our CRM
Work closely with growth to build & execute top of funnel strategy
Previously a top performer in any sales role (At least >1 year of sales experience).
Strong interest in leveraging modern sales, prospecting, and marketing technology (Clay, Unify, Smartlead, HeyReach, EmailBison, etc.)
High-agency self-starter driven to take initiative and create impact.
You’re always learning, push yourself to do great work, and hold yourself to a high standard in how you do it.
You’re joining at the earliest stage, where your ideas and actions will directly shape the trajectory of an industry disrupting company.
Work in a fast-paced environment where your contributions will have immediate, tangible effects on the company’s success.
We move fast and our people do too. We prefer to promote rather than hire, and will likely have many new roles coming in the near future.
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, WeWork, Block, and Robinhood, and we’re backed by top investors such as Lux Capital, Forerunner, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Based in SoHo, NYC, we’re assembling a lean, high-performance team committed to reducing wealth inequality.
","descriptionPlain":"WHAT WE’RE LOOKING FOR\n\nAs a founding GTM Associate, you’ll be on the front line of driving Basic Capital’s growth through high-velocity outbound and strategic outreach. The market for retirement benefits moves slow, so we move fast.\n\nYou’ll be equipped with best-in-class tooling and data to qualify and route all inbound opportunities generated by our demand generation pods.\n\nExpect a steep learning curve, direct impact on the company’s growth, and the opportunity to move into an AE or leadership role within 90–120 days.\n\n\nWHAT YOU’LL DO\n\n - Source new sales opportunities through inbound qualification and outbound outreach\n\n - Contact 100+ prospective customers per day\n\n - Maintain accurate records and prioritize leads in our CRM\n\n - Work closely with growth to build & execute top of funnel strategy\n\n\nWHO YOU ARE\n\n - Previously a top performer in any sales role (At least >1 year of sales experience).\n\n - Strong interest in leveraging modern sales, prospecting, and marketing technology (Clay, Unify, Smartlead, HeyReach, EmailBison, etc.)\n\n - High-agency self-starter driven to take initiative and create impact.\n\n - You’re always learning, push yourself to do great work, and hold yourself to a high standard in how you do it.\n\n\nWHY YOU SHOULD JOIN\n\n - You’re joining at the earliest stage, where your ideas and actions will directly shape the trajectory of an industry disrupting company.\n\n - Work in a fast-paced environment where your contributions will have immediate, tangible effects on the company’s success.\n\n - We move fast and our people do too. We prefer to promote rather than hire, and will likely have many new roles coming in the near future.\n\n\nABOUT BASIC CAPITAL\n\nBasic 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.\n\nOur founding team includes leaders from Goldman Sachs, Uber, WeWork, Block, and Robinhood, and we’re backed by top investors such as Lux Capital, Forerunner, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Based in SoHo, NYC, we’re assembling a lean, high-performance team committed to reducing wealth inequality.","compensation":{"compensationTierSummary":"$80K • Offers Equity • $152K OTE + 1% on every deal you open","scrapeableCompensationSalarySummary":"$80K","compensationTiers":[{"id":"e1efa57b-6dd8-4218-a75e-3ed2203313af","tierSummary":"Base $80K • Offers Equity • $152K OTE + 1% on every deal you open","title":null,"additionalInformation":"$152K OTE + 1% on every deal you open","components":[{"id":"fd626d32-9b73-466c-877f-4fdf3039b9a0","summary":"Offers Equity","compensationType":"EquityPercentage","interval":"NONE","currencyCode":null,"minValue":null,"maxValue":null},{"id":"39b19fe1-5fab-49f6-a063-b18a19a057b1","summary":"Base $80K","compensationType":"Salary","interval":"1 YEAR","currencyCode":"USD","minValue":80000,"maxValue":80000}]}],"summaryComponents":[{"compensationType":"EquityPercentage","interval":"NONE","currencyCode":null,"minValue":null,"maxValue":null},{"compensationType":"Salary","interval":"1 YEAR","currencyCode":"USD","minValue":80000,"maxValue":80000}]}},{"id":"f767a07d-f909-4949-9950-509c74f05489","title":"Operations Associate (User Support)","department":"Operations","team":"Operations","employmentType":"FullTime","location":"Remote","shouldDisplayCompensationOnJobPostings":true,"secondaryLocations":[],"publishedAt":"2026-08-16T21:25:35.829+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/basiccapital/f767a07d-f909-4949-9950-509c74f05489","applyUrl":"https://jobs.ashbyhq.com/basiccapital/f767a07d-f909-4949-9950-509c74f05489/application","descriptionHtml":"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. This role is fully remote within the United States.
For more information, visit Basic Capital's website.
Be the first person participants and plan administrators talk to, answering questions over Intercom and phone with speed, accuracy, and genuine care
Guide participants through account setup, enrollment, deferral changes, beneficiaries, rollovers, and distributions, and explain how a 401(k) actually works to people who have never had one
Resolve issues end to end, escalating cleanly to Onboardings, Customer Success, or Engineering when a question turns into a problem, and owning it until it is closed
Design and build the macros, help center content, saved replies, and AI-powered support systems that let one person resolve the volume of many
Turn recurring questions into permanent fixes, feeding clear, prioritized signal to product and engineering about what confuses users and why
Own the quality bar for support, including response times, resolution rates, and the tone that makes a retirement account feel approachable rather than intimidating
Process participant money movement end to end, including withdrawals, outbound rollovers, and loans, preparing paperwork, coordinating with custodial and vendor partners, and tracking transactions until funds settle
Work directly with external partners such as custodians, rollover facilitators, plan document providers, and prior recordkeepers to resolve issues that live outside our own systems
Proven experience in a high-volume customer support or user operations role, handling both written and phone channels
Exceptional written and verbal communication, with a talent for making complicated financial topics simple without being condescending or imprecise
Sound judgment on when to answer, when to escalate, and when a question is really a compliance or money-movement issue
Working knowledge of 401(k) plans, retirement accounts, or another regulated financial product
Hands-on experience with Intercom, Zendesk, or similar support platforms
Experience in fintech, benefits, HR technology, 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
Genuinely enjoys helping people, and treats every conversation as someone's retirement rather than a ticket
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 with a distributed, cross-functional team
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, and Robinhood, and we’re backed by top investors such as Lux, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Based in SoHo, NYC, we’re assembling a lean, high-performance team committed to reducing wealth inequality.
Basic Capital is building a new wealth system for everyday Americans — and we’re doing it by unlocking access to capital markets in a way the world hasn’t seen before.
So far, we’ve built serious momentum in our B2B Employer business. But something else has been happening in parallel: our consumer product is pulling investors toward us — people who want more participation in financial markets, and who believe the old retirement system is broken.
Now is the time to go on offense.
Your job is to build the consumer product and business: product strategy, customer experience, growth loops, positioning, and execution.
This is not a role for someone who wants to “manage a roadmap.”
This is a role for someone who wants to lead a campaign and take an ambitious financial product from “people are curious” to “this is inevitable.”
Be directly responsible for the proliferation of one of the most innovative, unique, consequential, and controversial financial products: The Retirement Mortgage.
Own the Consumer Business
Build and run the end-to-end consumer product strategy
Define the consumer operating model: what we build, who we serve, and how we win
Be accountable for consumer outcomes (adoption, engagement, retention, unit economics)
Create the Consumer Brand
Make Basic Capital the go-to consumer brand for modern retirement investing
Translate a complex product into a story people instantly understand and want
Set the tone for consumer UX: simple, powerful, trusted, inevitable
Build Growth Loops
Develop distribution and growth strategies that fit the product (not gimmicks)
Design onboarding, activation, and education that convert intent into action
Create systems that scale: lifecycle, engagement, referrals, conversion
You are a builder with taste and a strategist who can execute.
You have:
Strong product instincts and deep empathy for consumers
The ability to simplify the complex without dumbing it down
A bias toward action: you ship, iterate, and compound learning
Comfort operating in ambiguity with high ownership and high accountability
You want a role where you can truly own the business, not just influence it.
Requirements
Experience owning and shipping consumer products end-to-end
Strong product strategy + execution ability (discovery → delivery → iteration)
Excellent cross-functional leadership (design, engineering, operations, marketing)
Ability to operate with high agency in a fast-moving environment
Bonus Points
Fintech / investing / consumer finance experience
Experience building consumer brands or consumer growth loops
Familiarity with retirement, brokerage, credit, lending, or structured financial products
You’ve built products people love — especially ones that were initially “hard to explain”
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, and Robinhood, and we’re backed by top investors such as Lux, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Based in SoHo, NYC, we’re assembling a lean, high-performance team committed to reducing wealth inequality.
Basic Capital is building a new wealth system for everyday Americans, and we are doing it by unlocking access to capital markets in a way the world has not seen before.
To do that, we need to rethink the entire retirement investing stack. Not just the UI. Not just the fees. The actual financial products themselves. The strategies, the wrappers, the incentives, the constraints, and the outcomes.
This is a role for someone who wants to redesign retirement investing from first principles and ship products that feel inevitable in hindsight.
As Head of Product Development, your primary responsibility is to fundamentally rethink, rebuild, and innovate across all aspects of retirement investing.
Your work will span both accumulation and de-accumulation, including launching new lifetime income products (annuities and retirement income solutions) and improving and expanding our suite of accumulation offerings across both registered and unregistered (exempted) products.
This is not a role for someone who wants to tweak existing investment products.
This is a role for someone who wants to create new ones, with creativity, rigor, and real-world consequences.
We need people to boldly design, scope, and deliver new branded products and strategies across the retirement investing landscape. Apply creativity and rigor to the design, structure, and launch of innovative investing products.
Define the product vision for how Basic Capital builds wealth over time
Design new investment products and strategies that align with our mission and customer needs
Translate market structure, regulation, and customer behavior into products that work in the real world
Lead the development of retirement income products, including annuities and lifetime income solutions
Build products that help people convert savings into durable, flexible retirement outcomes
Partner cross-functionally to bring these products from concept to launch
Improve and scale our suite of accumulation products across registered and unregistered (exempted) offerings
Develop new strategies, packaging, and product structures that unlock better outcomes for customers
Iterate on product design to improve performance, simplicity, and adoption
Create products that are not only financially sound but also clearly positioned and branded
Design structures that can scale through distribution and capital markets
Build a product roadmap that compounds into a durable advantage for Basic Capital
You are equal parts investor, product architect, and operator.
You have strong opinions about how retirement investing should work, and you have the technical depth to build the products that make it real.
You have:
Deep knowledge of investment products and market structure
A builder mindset and an obsession with creating products that actually ship
High standards for rigor, clarity, and customer outcomes
Comfort operating in ambiguity with high ownership and high accountability
You want a role where you can invent products that change how people retire.
Requirements
Experience designing, structuring, and launching investment products
Strong understanding of retirement investing across accumulation and/or de-accumulation
Ability to operate across product, investing, legal/compliance, operations, and distribution
Strong strategic thinking paired with execution velocity
Comfort working in a fast-moving environment with high agency
Bonus Points
Experience with annuities, lifetime income products, or retirement income strategy
Familiarity with registered and unregistered (exempted) product structures
Background in asset management, fintech investing products, or structured product development
You have launched products that required cross-functional coordination and regulatory rigor
You enjoy building new markets, not just participating in existing ones
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, and Robinhood, and we’re backed by top investors such as Lux, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Based in SoHo, NYC, we’re assembling a lean, high-performance team committed to reducing wealth inequality.
Basic Capital is building a new wealth system for everyday Americans, starting with the place most wealth is supposed to be built: the workplace.
We are reinventing the retirement plan experience for modern companies and their employees. That means building a product that is actually worthy of the teams shaping the future of the economy, and then taking it to market with force.
We are hiring an Enterprise & Strategic Accounts Leader to help us win the most important companies in the world. The kind of logos that define a category. The kind of deals that change the trajectory of a business.
If you want to sell a product that is consequential, controversial, and undeniably better, this is your arena.
Join one of the fastest growing enterprise sales organizations.
Your primary responsibility is to close the likes of Figma, Anthropic, Stripe, and Coinbase, and tell them their teams deserve something better than Empower.
This is not a role for someone who wants to “hit quota and go home.”
This is a role for someone who wants to build an enterprise machine, win strategic accounts, and help define the modern retirement category.
You will deploy the full enterprise sales toolkit with significant freedom to grow Basic Capital’s enterprise business into the go-to choice of retirement plans for the world’s most innovative companies.
Close Strategic Enterprise Accounts
Own the full enterprise sales cycle from first touch to close
Win strategic logos that validate the category and accelerate growth
Run high-stakes deal processes with multiple stakeholders and complex buying committees
Build a Repeatable Enterprise Motion
Develop and refine messaging, positioning, and objection handling
Turn early wins into repeatable playbooks and scalable process
Partner with leadership to define pricing, packaging, and contract structures
Be the Voice of the Customer
Bring customer insights back into product, operations, and marketing
Identify patterns in why deals move and why they stall
Help shape the product roadmap by advocating for what enterprise buyers need
Operate Like an Owner
Work cross-functionally with product, legal, ops, and leadership to get deals done
Navigate complexity with speed, discipline, and creativity
Represent Basic Capital with confidence, clarity, and conviction
You are a closer with taste.
You can run a deal cycle end-to-end, but you also understand that winning enterprise is about trust, timing, narrative, and precision.
You have:
High horsepower and a strong bias toward action
Exceptional communication skills and executive presence
A track record of closing large, complex deals
Comfort operating with autonomy and significant freedom
A desire to win category-defining customers, not just incremental revenue
You want a role where you can build something real and be directly responsible for outcomes.
Requirements
Experience closing enterprise and strategic accounts in a complex sales environment
Strong discovery, qualification, and deal execution skills
Ability to navigate multi-stakeholder enterprise buying processes
Comfort with ambiguity and building in an early-stage environment
Strong cross-functional collaboration with product, ops, and leadership
Bonus Points
Experience selling fintech, benefits, HR tech, payroll, or retirement products
Familiarity with 401(k) plans or retirement plan switching dynamics
Experience selling into high-growth tech companies
Strong network in HR, finance, or executive leadership circles
You have helped build sales playbooks, not just follow them
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, and Robinhood, and we’re backed by top investors such as Lux, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Based in SoHo, NYC, we’re assembling a lean, high-performance team committed to reducing wealth inequality.
Basic Capital is building a new wealth system for everyday Americans. We are doing it by giving people access to capital markets in a radically new way, and we are doing it with taste.
In less than a year since launch, Basic Capital is already becoming a household brand. We have something interesting to say, and a truth to be (well) told.
We are hiring a Product Marketing Lead to help turn Basic Capital into a generational financial services brand. This is not “fintech marketing.” This is storytelling, culture, and distribution, executed with speed and precision.
Join the ranks of one of the most well-regarded Marketing Departments in tech.
Your job is to relentlessly drive the Basic Capital brand forward as a leading innovator in fintech, and to push well beyond what is expected from a financial services company.
This is not a role for someone who wants to manage calendars and polish copy.
This is a role for someone who wants to build a brand people talk about, share, and trust with their financial future.
You will relentlessly drive the Basic Capital brand forward as a leading innovator in fintech and create a generational financial services brand. With unmatched creativity and freedom push well beyond what is expected from a financial services company.
Build a Brand People Actually Care About
Help shape and scale Basic Capital’s brand voice, tone, and creative identity
Turn complex financial concepts into simple, compelling narratives
Create marketing that feels inevitable, modern, and unmistakably Basic Capital
Ship Campaigns Across Channels
Launch and manage multi-channel campaigns across social, email, partnerships, and IRL
Build creative that breaks through feeds and conversations
Execute with speed, taste, and high standards
Tell the Truth (Better Than Anyone Else)
Translate product truth into stories that drive adoption
Create content that educates without being boring
Make the complicated feel clear, exciting, and trustworthy
Operate Like a Builder
Move fast and iterate. Ship, learn, improve, repeat
Work cross-functionally with product, design, sales, and leadership
Bring creative ideas to life with scrappiness and excellence
You are creative, sharp, and relentless.
You have taste. You know what good looks like. You can write, edit, ship, and iterate quickly. You care about craft, but you care about outcomes more.
You have:
A strong creative point of view and the ability to execute it
Comfort operating in ambiguity with high ownership
A bias toward action and shipping
The ability to balance brand and performance without losing the soul
You want a role where you can build something iconic, not incremental.
Requirements
Experience launching and managing marketing initiatives end-to-end
Strong writing and storytelling skills
Ability to run projects with speed, independence, and attention to detail
Strong creative instincts across content, campaigns, and distribution
Comfort working in a fast-moving environment
Bonus Points
Experience in fintech, consumer finance, investing, or benefits
Strong social instincts and an understanding of modern distribution
Experience with brand campaigns, IRL activations, or unconventional marketing
You’ve helped build a brand people love, not just a product people use
We're hiring a GTM Engineer to own and continuously improve the technical infrastructure behind every campaign, sequence, enrichment workflow, and data pipeline that powers our revenue engine. This is a hands-on, high-agency role with end-to-end ownership. We expect you to raise the bar and move fast.
The GTM Engineer is the operational heartbeat of our outbound motion. You'll own the infrastructure, tooling, and workflows that enable our GTMA team to execute effectively at scale. This isn't an admin role, it's a strategic execution position focused on removing friction, optimizing sequences, and driving pipeline growth.
Manage and optimize our outbound infrastructure (SmartLead, Outreach, Nooks, HeyReach, and adjacent tools)
Design, build, and refine programmatic and personalized cold email sequences
Own list management, segmentation, and data quality for outbound campaigns, including enrichment workflows using Clay-like tools and data providers
Implement signal-based triggers to identify high-value accounts and coordinate across channels
Track, analyze, and report on outbound performance metrics (open rates, reply rates, conversion to meetings)
Serve as the operational partner to the GTMA team: they execute, you enable
Implement feedback loops to continuously improve sequence performance
Troubleshoot issues with tools, sequences, and processes
Train new team members on tools and best practices
Identify and eliminate operational friction in the outbound motion
Automate repetitive tasks and handoffs between teams, including via APIs, webhooks, and basic scripting (Python or JS)
Maintain documentation and standard operating procedures
Ensure data flows cleanly between systems (CRM, engagement tools, reporting)
Outbound motion runs smoothly without the Growth Lead in the day-to-day
BDRs have the tools, sequences, and data they need to hit targets
Sequences are continuously optimized based on performance data
New campaigns launch quickly and cleanly
Pipeline generated from outbound is predictable and scalable
2+ years in a GTM Engineer, RevOps, Sales Ops, or Marketing Ops role
Hands-on experience with outbound tools (email, calling, engagement platforms)
Comfortable with APIs, webhooks, and basic scripting (Python or JS) to connect and automate across tools
Comfortable building and optimizing cold outreach sequences
Ability to work autonomously and take ownership of problems
Analytical mindset, you use data to inform decisions and optimize
Clear communicator who can document processes and train others
Experience at fast-growing B2B SaaS companies
Familiarity with intent data and programmatic prospecting
Experience with HubSpot or similar CRM systems
Track record of optimizing BDR/SDR motions
Familiarity with intent data and programmatic prospecting
Prior experience in sales operations or revenue operations
Basic Capital is building the Robinhood of 401(k)s — a modern retirement platform that gives everyday workers access to the full investment universe, including stocks, crypto, private equity, and venture capital, alongside a first-of-its-kind “Retirement Mortgage” product that enables leveraged investing.
We are operating in a $10T market that has seen little innovation in over 40 years. Since launching just over a year ago, we’ve achieved 30% month-over-month growth, scaled rapidly, and raised a $25M Series A at a $110M valuation.
Our investors include Bill Ackman, Lux Capital, Forerunner Ventures (Kirsten Green), Henry Kravis, SV Angel, and Ron Conway — a group that reflects conviction in building a category-defining financial platform.
Our team includes talent from Goldman Sachs, Robinhood, Stripe, Uber, and top universities. Based in Tribeca, NYC, we are a high-intensity, high-performance team committed to reshaping retirement and expanding access to wealth.
Basic Capital is hiring a Chief of Staff to operate as the right hand to the CEO, Abdul Al-Asaad.
This is not a traditional strategic role. It is an execution-first position designed to serve as the operational backbone behind a founder operating at extreme velocity across fundraising, regulatory affairs, and institutional partnerships.
The CEO opens doors — with partners like Coinbase, Apollo, and government stakeholders. This role ensures those opportunities are captured, executed, and closed.
You will sit beside the CEO in every critical moment: meetings, inbox, calendar, and decision-making flow. Your mandate is simple: ensure nothing falls through the cracks.
This is a high-exposure role with direct access to top-tier investors, regulators, and industry leaders. Over time, for the right person, this role can evolve into a President-level position.
Own CEO Execution Infrastructure
Attend all major meetings and capture detailed notes and action items
Drive all follow-ups, ensuring every opportunity progresses post-meeting
Manage CEO inbox to zero — triage, draft responses, and prioritize
Build and maintain daily execution plans and weekly planning cadence
Handle scheduling, logistics, and communications without prompting
Drive Critical Business Operations
Coordinate Series B fundraising, including diligence, documentation, and investor communication
Manage strategic partnership execution (Coinbase-level deals)
Support regulatory workflows across DOL, SEC, and government stakeholders
Build systems to ensure opportunities are consistently captured and converted
Enable Company-Level Outcomes
Support credit facility raises (hundreds of millions in scale)
Work cross-functionally with CTO, Growth, Operations, and Legal
Help establish repeatable execution infrastructure across the company
Ensure CEO time is focused only on highest-leverage activities
You are a high-functioning operator with strong executive instincts and low ego. You thrive in high-intensity environments and take pride in flawless execution.
You anticipate needs before they are stated. You are equally comfortable in elite rooms and executing immediately afterward.
You care deeply about follow-through, not just ideas.
You have:
A bias toward action and ownership in ambiguous environments
Exceptional organizational and execution ability
Comfort operating at high velocity (9am–9pm culture)
Strong judgment, discretion, and professionalism
Ability to engage credibly with senior stakeholders across finance, tech, and government
Requirements
4–8 years of experience
Investment banking experience (Goldman Sachs, Morgan Stanley, or equivalent; FIG, LevFin, or similar)
Post-banking operating experience (Chief of Staff, BizOps, Growth, or founding team)
Background in Financial Services or B2B environments
Strong executive function and organizational systems thinking
Willingness to handle both strategic and administrative responsibilities without ego
Ability to operate in a high-intensity, founder-led environment
Bonus Points
Prior Chief of Staff experience at a scaling company
Fintech or regulated industry experience
Experience supporting senior executives or founders
Top-tier academic background
CEO inbox consistently at zero
Weekly planning cadence fully systematized
Strategic deals consistently progress and close post-handshake
Series B ($50M) executed cleanly and efficiently
Major partnerships (e.g., Coinbase-level) successfully closed
Execution infrastructure built to prevent opportunity loss
CEO fully focused on highest-leverage activities
Massive Market Opportunity
You are joining a company redefining retirement in a $10T market.
Compelling Equity Upside
Join before Series B (~$300M valuation) with equity priced at Series A ($110M).
Unmatched Exposure
Work directly on regulatory affairs, fundraising, and institutional deals at the highest level.
Founder Leverage
Operate alongside a high-caliber founder with deep networks across finance, tech, and government.
Career Trajectory
This role can evolve into a President-level position for the right operator.
Account Executives at Basic Capital close deals that our partner channel hands them. Last month we unlocked a channel motion that has pushed opportunity volume up 3 to 4x, and every rep on the team is at or above quota, with one at 150 to 200%. We have more qualified opportunities than closers, and we're in a rush to fix that.
You will spend most of your time running discovery, demos, and closing calls with employers who were referred to us by a partner. These buyers arrive warm. The job is to move them from interest to signed plan quickly and cleanly, then hand them to onboarding. You can also source your own deals, and reps who do will earn more, but channel pipeline will be the bulk of your book.
The typical employer you will sell to has 10 to 100 employees. The sale usually involves a founder or finance lead, sometimes an HR or operations partner, and often a 401(k) they are replacing. You will learn how to run that conversation here. We are hiring 5 to 10 people into this role to start by January 1, 2027.
Work a steady flow of partner-referred opportunities from first call through signed agreement
Run discovery and product demos that help an employer see why an open-architecture 401(k) is different from what they have today
Keep deals moving: follow up fast, handle objections, pull in the right internal help, and close on a predictable timeline
Keep the partner relationship healthy on your deals by giving referring partners a clean, quick experience and timely updates
Supplement your channel book with outbound prospecting of your own when you have the capacity
Keep your pipeline honest in HubSpot so forecasts and partner reporting stay accurate
Share what you hear from buyers with Growth so our messaging, targeting, and partner playbooks keep improving
1 to 3 years in a quota-carrying sales role (sourcing or closing). SDRs and BDRs who have consistently hit number and want to start closing are a great fit, as are early-career AEs
Motivated by targets and comfortable being measured on closed revenue every month
Organized enough to carry a high volume of active deals without letting any go quiet
A clear communicator on calls and in writing, with the patience to explain a financial product to someone who has never bought one
Curious about retirement plans, benefits, or fintech; no prior 401(k) experience required, we will teach you the product and the regulation
Comfortable in a fast-paced, high-accountability environment where the team is scaling quickly
Interested in modern sales tooling (HubSpot, Clay, Nooks, or similar) and happy to learn new tools
Base salary: $75,000
Variable: $125,000 at target, uncapped
Location: New York office, on site
Full time, Growth team
Start date: we are building this class to be ramped by mid-January 2027, so we are moving quickly on interviews
About Basic Capital
Basic Capital is a fintech company disrupting America’s $1T retirement industry by building the modern 401(k) built for today's workforce, and the first ever retirement mortgage. 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.
You will
Embed directly with external parties such as Third Party Administrators (TPA's), Record-Keepers, and HR/Payroll processors
Rapidly understand their toughest operational issues and use software and AI as a lever to quickly build end-to-end full stack products for them
Engage directly with external stakeholders, from technical teams to executives
Required Competencies:
2+ years of forward deployed / solutions engineering experience
Strong full stack software engineering skills
Proficiency in any of the following: Kotlin, Rust, Java, Go, C/C++, Python, Ruby, or TypeScript
Proficiency with React
Preferred Competencies
Experience in fintech or early-stage technology companies
A highly analytical approach to solving business and operational problems using technology
Curiosity about the intersection of technology and business operations
Cultural Fit
Passionate about solving big social problems with pragmatic solutions
Aptitude for complexity and curiosity for financial markets
Enjoys learning new technologies and selecting the right tool for each job
Adaptable and open to contributing across the tech stack 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 a part of an in-office team
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. This role is optionally fully remote within the United States.
For more information, visit Basic Capital's website.
We are hiring our first Controller to own accounting, tax, and finance operations at Basic Capital. This individual will manage proprietary investments on our platform that are held through individual LLCs, specifically the annual accounting and tax requirements.
You will own accounting and tax for this portfolio: books, reconciliations, annual partnership filings, and the monthly reporting we send to lenders and capital partners. You will also support the company’s own finances, from monthly close and budgeting to AP, AR, and payments.
This is a builder role. You will set up the processes, controls, and automation that let this work scale from thousands of entities to tens of thousands, working directly with our engineering and capital markets teams.
Own accounting and administration for over 1,000 individual LLCs, including the monthly loan tape and servicing tape
Prepare and file year-end tax returns and K-1s for every LLC
Partner with engineering to automate accounting workflows using AI, and do deep data work to keep every entity reconciled
Oversee corporate accounting and payments as the company grows
Support corporate accounting and operations for Basic Capital: monthly close, budgeting and forecasting, accounts payable, accounts receivable, payroll and payments
Build the controls, policies, and audit readiness a growing financial company needs
Experience with partnership or LLC accounting, including capital accounts, allocations, and K-1s
Hands-on experience preparing partnership returns in UltraTax CS or similar professional tax software, such as CCH Axcess Tax, CCH ProSystem fx, Lacerte, or GoSystem Tax RS
Controller-level experience, including monthly close, budgeting, AP/AR, and financial reporting
Strong data skills, with comfort in SQL, advanced Excel, or both
Active CPA license
Tax experience, ideally with partnerships, funds, or multi-entity structures
Structured finance accounting experience (e.g., securitizations, loan tapes, SPVs, or warehouse facilities)
Experience in lending, consumer finance, or fund administration
Experience working with engineers to build or automate financial workflows
High agency: You believe the world is malleable and want to shape it to your vision.
High tastes: You have strong opinions on what “good” looks like in your field. Craftsmanship matters.
Friction friendly: We debate pretty hard. Friction polishes the work. You challenge and expect to be challenged. Compromise leads to mediocrity.
Tenacity: Relentless work ethic in the face of adversity and rejection.
Grand ambition: We’re energized by people’s dreams, for the world and for themselves. Energize us.