ZipRecruiter

Log In

1

Equity Solutions Jobs (NOW HIRING)

Morgan-Stanley

NY · On-site

$110 - $150/hr

Morgan Stanley Private Equity Solutions (the Team), an investment team within MSIM, seeks to deliver innovative private markets solutions to a global client base across a variety of asset classes ...

next page

Showing results 1-20

All JobsBusiness JobsEquity Solutions Jobs

Equity Solutions information

See salary details

$49.5K

$94.2K

$151K

How much do equity solutions jobs pay per year?

As of Aug 22, 2026, the average yearly pay for equity solutions in the United States is $94,173.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $115,000.00 per year, depending on experience, location, and employer.

What is an equity solutions specialist?

Equity Solutions professionals specialize in providing advice, products, and strategies related to equity compensation, such as stock options, restricted stock units (RSUs), and employee share purchase plans. They often work with companies to design and manage equity-based incentive programs that help attract, retain, and motivate employees. Their role may also include educating employees about their equity benefits and ensuring compliance with relevant tax and regulatory requirements. These professionals can be found in financial services firms, consulting companies, or within corporate human resources and finance departments.

What skills and qualifications are needed to thrive as an equity solutions specialist?

To thrive as an Equity Solutions Specialist, you need a strong understanding of equity markets, financial analysis, and investment products, often supported by a degree in finance or economics and relevant licenses such as FINRA Series 7 or 63. Proficiency with financial modeling tools, Bloomberg Terminal, trading platforms, and CRM systems is typically required. Outstanding analytical thinking, problem-solving abilities, and client communication skills help you stand out in this role. These competencies are essential for developing tailored equity solutions, managing client portfolios, and driving business growth in a competitive financial environment.

How does an equity solutions specialist typically collaborate with other departments within a financial organization?

An Equity Solutions specialist regularly works cross-functionally with teams such as investment banking, trading, legal, and risk management. They collaborate to design and structure equity-based products tailored to client needs, ensuring regulatory compliance and effective risk assessment. This role often requires clear communication and coordination to align product offerings with market trends and client objectives, making teamwork and stakeholder engagement critical to success.

What is the difference between Equity Solutions vs Equity Analyst?

AspectEquity SolutionsEquity Analyst
Required CredentialsTypically requires finance, business, or related degrees; certifications like CFA are a plusRequires finance, economics, or related degrees; CFA certification common
Work EnvironmentConsulting firms, financial services, or internal corporate teamsInvestment banks, asset management firms, or research institutions
Employer & Industry UsageUsed by consulting firms and financial service providers to offer strategic financial solutionsUsed by investment firms to analyze and recommend stocks and securities

Equity Solutions professionals focus on providing strategic financial services and solutions to clients, often within consulting or corporate finance contexts. Equity Analysts primarily analyze securities and market data to make investment recommendations. While both roles require finance knowledge and certifications like CFA, their work environments and objectives differ significantly.

More about Equity Solutions jobs

What are the most commonly searched types of Equity Solutions jobs?

The most popular types of Equity Solutions jobs are:

What states have the most Equity Solutions jobs?

States with the most job openings for Equity Solutions jobs include:

What job categories do people searching Equity Solutions jobs look for?

The top searched job categories for Equity Solutions jobs are:

Equity Solutions jobs near you
Infographic showing various Equity Solutions job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 8% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $94,173 per year, or $45.3 per hour.

Equity Solutions Specialist

Chartway Federal Credit Union

South Jordan, UT • On-site

Full-time

Posted 15 days ago

Job description

Job Title: Equity Solutions Specialist
Job Type: Full-time
Location: Virginia Beach, Virginia or South Jordan, Utah
All of us at Chartway stand united in our strong culture, oflistening and learning. We treat people with respect, integrity, and kindness,and are committed to continuously developing a diverse and inclusive workplacewhere team members are empowered to be their authentic selves. All backgrounds,viewpoints, and life experiences are welcome, knowing this commitmentstrengthens our credit union family and communities.
TheEquity Solutions Specialist reports directly to the Equity Operations Managerand is responsible for the equity solution process. This includes workingequity referrals from retail team members, taking inbound calls from membersand working online applications. Team member must have working knowledge of thedifferent equity products we offer, and have the ability to recommend a productdepending on a member's unique situation, including referring to a 1st Mortgage Loan Officer if appropriate. They must have knowledge of real estatecompliance, including what constitutes an application and when disclosures arerequired. Team member will serve as a liaison between the member, the creditofficers, equity processors and funder and will assist member in obtaining loansupport documents, payoffs, and with loan closings.
Responsible and Accountable for:
  • Creating an environment of exceptional member service that provides sound recommendations for products that meet our members needs; referring to other partners including 1st mortgage MLO's and retail if it is the best solution for our members
  • Developing and building relationships with Chartway's member base through proactive outreach and follow up
  • Proactively collaborating and communicating with the branch team, equity team, credit officers and other departments to successfully find solutions
  • Assesses effectiveness of internal processes through a variety of methods and recommends solutions to improve the member experience
  • Understands and adheres to lending regulations, including TILA, RESPA, TRID, ECOA, HOEPA, HMDA
  • Manage pipeline of referrals and applications in process, ensuring timely responses and follow up
  • Collaborate with credit officers to provide complete, accurate applications for faster decisions
  • Serve as a member service liaison, providing a personal experience and limiting the number of touch points our member has with the credit union.

Knowledge, Skills and Abilities:
  • Ability to develop strong relationships in a warm and professional manner
  • Excellent oral, written, and communication skills
  • Respond, establish, and maintain control when handling challenging situations
  • Excellent organizational skills including an ability to manage a wide variety of activities, to define pitfalls, to propose and implement effective solutions, while being able to set and re-adjust any competing priorities and specialized product offerings
  • Strong sense of ownership and ability to meet deadlines
  • Knowledge and embodiment of diversity and inclusion best practices; ability to work collaboratively with individuals and groups from various identities, cultures, and backgrounds
  • Willingness to take on new challenges in a dynamic and changing environment and work gracefully under pressure
  • Strong analysis and problem-solving skills
  • Proficient with MS Office - PowerPoint, Word, and Excel
  • Able to handle confidential information with discretion
  • Knowledge of credit union policies, procedures and processes related to the credit union and the product and services it offers
  • Ability to obtain FiCep Certification

Educationand Experience:
  • Bachelor's degree or equivalent experience
  • 3-5 years lending experience including understanding credit reports, application process, equity lending experience preferred
  • 3-5 years' experience in in providing top notch customer service, imaginative problem resolution and relationship building

Chartway offers a competitive salary and a comprehensive benefits package. Candidates must have a good credit history for consideration. Salary requirements must be included and resumes must be accompanied by a Chartway Employment Application for consideration.
Chartway Federal Credit Union is an EOE/M/F/Disability/Vet Employer.

Apply