Integration & Operations Technology Specialist

Basic Capital • New York, NY

7d • Onsite

About The Position

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.

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.

Nice To Haves

• 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).

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed