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Equity Solutions Jobs (NOW HIRING)

Turo

Senior Equity Plan Manager

San Francisco, CA

$162K - $202K/yr

Evaluate and implement equity solutions as required for business needs and scalability. * Perform other duties and ad hoc projects and reporting as requested. Your profile * Minimum 6+ years of ...

Turo

Senior Equity Plan Manager

San Francisco, CA · On-site

$162K - $202K/yr

Evaluate and implement equity solutions as required for business needs and scalability. * Perform other duties and ad hoc projects and reporting as requested. Your profile * Minimum 6+ years of ...

Beeline Loans

Transaction Coordinator

Providence, RI · Remote

Beeline Equity is redefining how homeowners access their equity - offering fast, flexible solutions that allow clients to eliminate debt and access cash in as little as 10-14 business days. As a high ...

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Equity Solutions information

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$49.5K

$94.2K

$151K

How much do equity solutions jobs pay per year?

As of Jun 16, 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 are Equity Solutions professionals and what do they do?

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 are the key skills and qualifications needed to thrive as an Equity Solutions Specialist, and why are they important?

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 cities are hiring for Equity Solutions jobs? Cities with the most Equity Solutions job openings:
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 June 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $94,173 per year, or $45.3 per hour.

Principal / Managing Director, Private Equity Product Specialist (Wealth Management Solutions)

Ares Operations LLC

New York, NY

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 22 days ago

Job description

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

About Ares Wealth Management Solutions (AWMS)

Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing and client management activities of investment offerings for the global wealth management channel. With a team of 175 professionals, and backed by the power and scale of the Ares platform, AWMS represents one of the most resourced wealth distribution and client service teams in the alternatives industry. AWMS' mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities, across the Ares platform of industry leading credit, private equity, real estate and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with core private market solutions that can deliver durable income, diversified equity, and tax-advantaged real assets.

Position Summary

This is a senior position within Ares Wealth Management Solutions (AWMS) that will work closely with both Ares Private Equity and Secondaries groups and the AWMS business including Management, Private Wealth Partnerships, Sales, Marketing, Product Development, 1031 Exchange, Compliance, Legal and Fund Administration to support the ongoing distribution and marketing of Ares suite of Private Equity solutions.

Key Responsibilities

  • Act as the primary liaison between the Ares Private Equity and Secondaries Group (Investment Team, including PMs, and Product and IR) and the Ares Wealth Management Solutions leadership, salesforce and other departments globally.
  • Help provide strategic direction for the management and distribution Ares' Private Equity and Secondaries solutions within the wealth channel, with a strategic focus on Ares' semi-liquid Private Equity Secondaries solution, the Ares Private Markets Fund (APMF).
  • Partner with sales to meet with financial advisors (in person and virtually across 1:1 meetings, small group sessions, or larger scale presentations) to deliver first-class private equity and secondaries market insights and fund pitches / updates.
  • Headline speaking engagements at conferences and events on the topics of private private Equity and secondaries market trends and emerging investment opportunities.
  • Serve as a first-call resource for sales and marketing teams' questions and positioning ideas.
  • Review existing product(s) and recommend changes/enhancements where applicable. e.g. pricing benchmarking, investment strategy and investment limits. Proactively identify issues impacting the product(s) and recommend next steps/solutions.
  • Accurately and effectively position our private Equity and secondaries investment solutions based on information from investment and product & IR teams, external news sources, internally run data, feedback from sales and their advisors, and other sources. Monitor capital markets, trade publications, flows, performance, portfolio characteristics and competitive landscape relating to the private Equity and secondaries investment universe.
  • Recommend the development of new materials and ways to enhance existing thought leadership.
  • Present product updates and positioning at sales meetings.
  • Initial and ongoing internal education to new hires and existing employees on the asset class and product(s).
  • Drive relationships with Distribution (Sales, National Accounts, DCIO, etc.) along with internal partners (Product Development, Marketing, Legal, MRU, Fund Admin, etc.)
  • Legally required work - Review Shareholder reports and prospectuses, 15(c) peer review, cap gains, etc.
  • Proactively and reactively generate analytical data that can support private equity and secondaries product positioning.
  • Create & regularly update fund due diligence documents and manage incoming due diligence requests.

Required Knowledge, Skills, and Abilities

  • 10+ years of relevant industry experience in private Equity and secondaries, private markets, and wealth management. Preferred backgrounds include private equity/secondaries investment management, deal team, or client portfolio management experience.
  • Series 63 & 7 licenses preferred; must be capable of obtaining licensing within 120 days if not currently held.
  • CAIA, CFA or CIMA designation preferred.
  • Strong alternative investments knowledge with ability to articulate complex concepts to audiences with varying degrees of investment acumen.
  • Understanding of financial markets, investment concepts, styles, and issues.
  • Ability to effectively communicate with and work with the Investments Sales and Marketing teams.
  • Solid written and oral presentation skills.
  • Team player with excellent interpersonal skills; must be able to establish and maintain effective, cooperative working relationships with all departments and organizational levels.
  • Creative thinker with an ability to identify process improvement opportunities, as well as sales ideas.
  • Strong attention to detail, with analytical capabilities.
  • Ability to create efficient processes.
  • Must have the ability to handle multiple projects simultaneously, and complete projects on a timely basis.
  • Ability to influence people who don't have a direct reporting relationship.
  • Strong PC skills (including general software and industry databases such as Excel, PowerPoint, Word, Lipper, FactSet, Barclays Live, Morningstar Direct, LANA, Bloomberg, preferred)

Reporting Relationships

Managing Director, Global Head of Product Specialist Team

Compensation

The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$225,000 - $275,000

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

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