Apply on Employer Site

Basic Capital · 2 days ago

Head of Advisor Partnerships

New York Office

Full-time

Onsite

Director/Executive

$180K/yr - $225K/yr

Basic Capital is a fintech company disrupting America’s $1T retirement industry by building the mortgage for retirement. They are seeking a Head of Advisor Partnerships to build the advisor channel from the ground up and ensure Basic Capital becomes the preferred 401(k) platform for modern advisors.

FinanceFinancial ServicesRetirementWealth Management

Responsibilities

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

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

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

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

Qualification

Partnerships buildingAdvisor strategy developmentRelationship buildingFintech experienceCross-functional collaborationHigh integrityComfort in ambiguityBias toward actionCommunication

Required

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

Preferred

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

Company

Basic Capital

Basic Capital is a retirement investment platform that enhances retirement savings by providing financing options within IRAs and 401(k)s.

Founded in 2021

New York, New York, USA

11-50 employees

https://www.basiccapital.com

Funding

Current Stage

Early Stage

Total Funding

$25M

2025-08-18Series A· $25M

2023-12-12Seed

Recent News

Pulse 2.0

Basic Capital: $25 Million Series A Raised For 401(k) Platform

2025-08-24

FinTech Global

Here are the 16 FinTech deals to close this week

2025-08-22

Pulse 2.0

Basic Capital: $25 Million Series A Raised For Helping Workers Achieve Retirement Goals

2025-08-21

Company data provided by crunchbase