Head of Advisor Partnerships

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.

About the Role

Basic Capital is building a new wealth system for everyday Americans, starting with retirement. We are creating a radically modern 401(k) experience that gives people more access, more flexibility, and better outcomes.

But the retirement world runs on trust.

And in 401(k) land, that trust is often carried by a powerful group: RIAs and plan advisors. They are the trusted cherubs of retirement plans, the translators of complexity, and the gatekeepers of what gets adopted.

We are hiring a Head of Advisor Partnerships to build the advisor channel from the ground up and make Basic Capital the platform that modern advisors choose when their clients want something better.

The Role

As Head of Advisor Partnerships, your job is to connect with and educate the leading plan advisors, offering them a radically innovative product to bring to their clients.

This is not a role for someone who wants to manage a list of partnerships.

This is a role for someone who wants to build a channel, earn trust in a skeptical industry, and create an advisor ecosystem that compounds for years.

You will build out and lead our advisors strategy and ensure we are the Advisor’s choice 401(k) platform for clients that want a modern, flexible solution.

What You’ll Do

Build the Advisor Strategy

Design and lead Basic Capital’s advisor partnerships strategy from zero to scale

• Define which advisor segments we win first and why

• Build a repeatable channel motion that compounds over time

Scout, Connect, and Win Leading Advisors

• Identify top RIAs and plan advisors who align with the future of retirement

• Build relationships, educate, and convert advisors into long-term partners

• Represent Basic Capital with clarity, conviction, and credibility

Create Advisor Enablement That Actually Works

• Build playbooks, messaging, and education that make advisors confident selling Basic Capital

• Turn a complex product into a story advisors can explain in 30 seconds

• Partner with marketing and product to create advisor-facing materials and onboarding

Operate Cross-Functionally

• Be the voice of the advisor back into product and operations

• Identify what advisors need to recommend Basic Capital with confidence

• Help shape roadmap priorities to improve advisor experience and channel conversion

Who You Are

You are a relationship builder with sharp instincts and high follow-through.

You understand that the advisor channel is not won with “partnership announcements.” It is won with trust, education, consistency, and product truth.

You have:

• High energy and high integrity

• Strong communication skills and ability to educate without overselling

• Comfort operating in ambiguity with high ownership

• A bias toward action and a love for building from scratch

You want to create a channel that matters, not just maintain one.

What We’re Looking For

Requirements

• Experience building partnerships, channels, or BD motions (especially in fintech or wealth)

• Strong relationship-building and outbound skills

• Ability to explain complex products clearly and credibly

• Comfort working cross-functionally with product, ops, and marketing

• High agency and willingness to build without a playbook

Bonus Points

• Experience working with RIAs, plan advisors, or retirement distribution

• Familiarity with 401(k) plans, recordkeepers, TPAs, or benefits ecosystems

• Existing network in advisor / retirement communities

• You have built a channel motion before and know what “good” looks like