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Product Manager, Vice President - Global Private Bank
New York, New York, United States · On-site
$123k–$201k/yr
Senior$1.6B raised
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Full-time
Posted 20d ago
~40 hrs/week
Responsibilities
Lead the integration of systems, vendors, and processes following acquisitions and partnerships to create a single operating model. Identify manual redundancies and implement automated, technology-enabled workflows to scale the business efficiently.
Requirements
Requires 4+ years of experience in operations, technology, or M&A integration within professional services or fast-scaling companies. Direct hands-on experience with systems consolidation and vendor rationalization is essential.
Full job description
About Basic Capital
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. 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.
About the Role
Basic Capital is hiring an Integration & Operations Technology Specialist to bring institutional-grade operating discipline to a company scaling as fast as we are.
This is an execution role at the intersection of operations, technology, and M&A integration. As the business grows — organically, through new partnerships, and through acquisitions — this person will be responsible for bringing new systems, vendors, and processes onto a single, well-run platform: consolidating redundant infrastructure, standardizing operations, and modernizing how the business runs technologically.
Because Basic Capital is a retirement platform, familiarity with the workflows, tools, and vendors used in retirement or wealth management — recordkeeping systems, custodians, TPAs, plan administration software, advisor CRM/portfolio tools — is a strong plus. That said, we’re casting a wide net: strong operators from professional services more broadly are a great fit too.
This is a hands-on seat for someone who has led this kind of work before, whether as an operator inside a growing company or as the consultant brought in to run it, and who wants to own the outcome directly.
What You’ll Do
Lead integration efforts following acquisitions, partnerships, or new system rollouts — consolidating platforms, vendors, and processes into a single operating model.
Audit and rationalize vendor contracts, software subscriptions, and back-office tools to eliminate redundancy and reduce cost.
Consolidate and standardize core systems — payroll, HRIS, ERP — as the company scales and integrates new business lines.
Identify manual or redundant processes and lead the transition to more automated, technology-enabled workflows.
Partner with engineering and operations leadership to evaluate and implement technology that reduces manual work, from scoping through rollout.
Build repeatable playbooks so integration and process improvements become standing infrastructure rather than one-off fixes.
Manage multiple workstreams concurrently across the operations organization.
Who You Are
Background in professional services broadly — consulting, financial services operations, or a fast-scaling company that has grown through acquisition — with direct experience leading post-transaction integration: systems consolidation, vendor rationalization, and process standardization.
Extra credit for experience inside the retirement or wealth management industry — a recordkeeper, TPA, custodian, or advisor/wealth platform — with firsthand knowledge of the operational and technology landscape of financial services.
Well versed across technology, operations, and M&A integration — comfortable evaluating systems, vendors, and processes and driving change across all three.
Comfortable owning ambiguous, cross-functional problems end-to-end, with strong attention to detail and follow-through.
Clear, professional communicator who can translate technical and operational issues for both internal and external stakeholders.
NYC-based or willing to relocate. In-person role in Tribeca.
What We’re Looking For
Requirements
4+ years of experience in operations, technology, or M&A integration — at a professional services firm, consulting practice, or fast-scaling company that has grown through acquisition.
Direct, hands-on experience with post-transaction integration: systems consolidation, vendor and contract rationalization, payroll/HRIS/ERP standardization.
Comfortable owning ambiguous, cross-functional problems end-to-end without a large team beneath you.
Bonus Points
Experience inside the retirement or wealth management industry — at a recordkeeper, TPA, custodian, or advisor/wealth platform such as Ascensus.
Experience evaluating or implementing technology solutions that reduce manual work across operations.
Top-tier consulting background (MBB, private equity operating teams, or similar).
Based on 8480 listings with disclosed salaries, most technology jobs in New York, NY pay between $100k–$235k per year. Individual offers vary with seniority, company size, and specialization.
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