Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted 2 days ago
Morgan Stanley · Lake Oswego, OR · posted 61 days ago
By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | Lake Oswego, Oregon |
| Field | Sales and Customers › Sales and business development |
| Level | Senior Level |
| Source category | Sales |
| Posted | 2026-09-09 (61 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The Wealth Management National Sales organization supports the Firm's Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.
As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving revenue and asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives.
Key Responsibilities:
Field: Sales and Customers Sub-niche: Sales and business development All jobs at Morgan Stanley Jobs in Oregon Jobs in Lake Oswego, OR Lake Oswego city guide Oregon state guide Clackamas County economy
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This is a Senior Level role in the Sales and Customers field (Sales and business development) at Morgan Stanley. Senior roles usually expect substantial experience, ownership of results and often the ability to guide others.
We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.
Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.
This is editorial guidance, not information from the employer.
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The job is in Lake Oswego, OR. Below is what the official statistics say about living and working there.
How Lake Oswego compares. Among the 60 largest places in Oregon, Lake Oswego is #14 by population, #1 for college degrees (#1 = most), #58 for rent (#1 = cheapest), #4 for household income (#1 = highest). Its county, Clackamas County, is #5 of 36 counties for average pay ($69,863).
Lake Oswego has 40,381 residents (ACS 2020–2024), about 0.9% of the population of Oregon. It covers 11 square miles of land, which works out to roughly 3,714 people per square mile. The median age is 46.7, 16% older than the state median (46.7 against 40.4).
The median gross rent is $2,139 a month (rent plus utilities), 40% above the state median ($2,139 against $1,525). Over a year that is 18.1% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $932,200, which is 6.6 times the median household income ($141,549); a ratio above 5 usually means buying is out of reach without savings or a second income. 69.2% of households own their home, 9% above the state average (69.2% against 63.3%).
The Portland-Vancouver-Hillsboro, OR-WA metropolitan area has 1,208,410 jobs in the BLS wage survey, and the median pay across all occupations is $60,690 a year, 19% above the national median ($60,690 against $50,980). The biggest occupation groups are office and administrative support (127,020 jobs, median $52,840); food preparation and serving related (107,090 jobs, median $39,080); transportation and material moving (104,320 jobs, median $47,340). The area is most specialised in architecture and engineering (1.8 times) and community and social service (1.4 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($136,440) and computer and mathematical ($126,120). In 2026M09 the unemployment rate of Clackamas County was 4.1%. 62.3% of residents aged 16 and over are in the labour force. The city lies in Clackamas County; its jobs, pay by industry and GDP are on the county page.
Among workers, 59.9% drive alone, 0.5% use public transit, 1.9% walk, 31.8% work from home. 6.7% of workers commute 45 minutes or more, 43% below the state average (6.7% against 11.6%). Remote work is more common than in the state as a whole, which widens the set of employers a resident can work for without moving.
74.8% of adults aged 25 and over hold a bachelor's degree or higher, 103% above the state share (74.8% against 36.8%). 11.5% of residents were born outside the United States, 17% above the state share (11.5% against 9.8%). The poverty rate is 3.4%, 71% below the state rate (3.4% against 11.9%).
The warmest month is Aug, averaging 67°F (19.7°C), and the coolest is Dec at 38°F (3.1°C). About 1,484 mm (58 inches) of precipitation falls in a year; Dec is the wettest month (251 mm) and Jul the driest (11 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.
Closest cities in this guide: Oak Grove (3 miles, rent 18% lower); Tigard (4 miles, rent 17% lower); West Linn (4 miles, similar rent); Milwaukie (4 miles, rent 25% lower). Rent differences are against Lake Oswego; use the Compare tab to put any two cities side by side.
Full guide to Lake Oswego →Oregon guideAll jobs in Lake Oswego
These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.
Places within 50 miles (straight line) of Lake Oswego, OR that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.
| Place ⇅ | Distance from the job city ⇅ | Median rent ⇅ | Median home value ⇅ | Median household income ⇅ | Commute 45+ min ⇅ | Rent as % of occupation pay ⇅ | Open jobs there ⇅ |
|---|---|---|---|---|---|---|---|
| Lake Oswego, OR | 0 mi | $2,139 | $932,200 | $141,549 | 6.7% | n/a | Jobs |
| Oak Grove, OR | 3 mi | $1,744 | $515,700 | $86,226 | 14.8% | n/a | — |
| Tigard, OR | 4 mi | $1,782 | $610,500 | $108,823 | 8.4% | n/a | — |
| West Linn, OR | 4 mi | $2,116 | $770,200 | $146,507 | 9.4% | n/a | — |
| Milwaukie, OR | 4 mi | $1,598 | $505,100 | $86,892 | 13.8% | n/a | — |
| Tualatin, OR | 4 mi | $1,806 | $628,200 | $104,043 | 6.7% | n/a | — |
| Oatfield, OR | 5 mi | $1,786 | $569,000 | $103,224 | 12.9% | n/a | — |
| Gladstone, OR | 6 mi | $1,740 | $480,700 | $91,250 | 12.1% | n/a | — |
| Beaverton, OR | 7 mi | $1,826 | $569,800 | $98,622 | 10.0% | n/a | Jobs |
| Oregon City, OR | 7 mi | $1,708 | $555,800 | $97,829 | 16.7% | n/a | — |
| Sherwood, OR | 8 mi | $2,131 | $602,100 | $109,966 | 10.9% | n/a | — |
| Wilsonville, OR | 8 mi | $1,878 | $615,300 | $96,236 | 11.7% | n/a | — |
| Portland, OR | 9 mi | $1,655 | $581,500 | $90,919 | 10.5% | n/a | Jobs |
| Happy Valley, OR | 9 mi | $2,029 | $725,300 | $122,151 | 15.4% | n/a | — |
| Cedar Mill, OR | 10 mi | $1,882 | $878,300 | $164,079 | 12.2% | n/a | — |
| Aloha, OR | 10 mi | $1,896 | $484,400 | $101,934 | 12.4% | n/a | — |
| Canby, OR | 10 mi | $1,542 | $528,500 | $100,989 | 16.8% | n/a | — |
| Oak Hills, OR | 11 mi | $1,935 | $647,800 | $127,179 | 5.8% | n/a | — |
| Bethany, OR | 12 mi | $2,245 | $751,700 | $167,735 | 8.3% | n/a | — |
| Damascus, OR | 12 mi | $2,654 | $653,100 | $122,500 | 19.3% | n/a | — |
We could not match this title to one occupation, so here are the other sub-niches in Sales and Customers, where your skills may carry over:
How far Lake Oswego, OR is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.
| From ⇅ | Straight-line distance (miles) ⇅ | Population of that city ⇅ |
|---|---|---|
| Seattle, WA | 153 mi | 754,195 |
| San Francisco, CA | 531 mi | 830,235 |
| San Jose, CA | 563 mi | 990,138 |
| Los Angeles, CA | 819 mi | 3,857,263 |
| San Diego, CA | 920 mi | 1,389,526 |
| Denver, CO | 984 mi | 718,877 |
| Phoenix, AZ | 993 mi | 1,642,323 |
| Oklahoma City, OK | 1,483 mi | 697,125 |
| Fort Worth, TX | 1,605 mi | 963,194 |
| Dallas, TX | 1,630 mi | 1,307,930 |
| Austin, TX | 1,703 mi | 979,539 |
| San Antonio, TX | 1,712 mi | 1,479,835 |
| Chicago, IL | 1,755 mi | 2,711,226 |
| Houston, TX | 1,829 mi | 2,328,253 |
| Indianapolis, IN | 1,883 mi | 885,860 |
| Columbus, OH | 2,030 mi | 914,802 |
| Charlotte, NC | 2,287 mi | 903,844 |
| Philadelphia, PA | 2,408 mi | 1,579,706 |
| Jacksonville, FL | 2,435 mi | 977,670 |
| New York, NY | 2,446 mi | 8,483,844 |
| City ⇅ | Straight-line distance ⇅ | Open jobs ⇅ |
|---|---|---|
| Beaverton, OR | 7 mi | 12 |
| Portland, OR | 9 mi | 84 |
| Battle Ground, WA | 26 mi | 1 |
| Bend, OR | 116 mi | 2 |
Morgan Stanley is the employer in this listing. See all its open jobs here →
It is among the 200 largest US-headquartered employers in our list, with about 83,000 employees worldwide (2025). Company page with headquarters, state economy and official links →
These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.
What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".
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A senior level role in sales and customers (sales and business development) listed 61 days ago. The full description is on this page and on The Muse.
Lake Oswego, OR.
Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.
The listing does not publish pay, and we could not match the title to one official occupation.
Median rent in Lake Oswego is $2,139 a month and median household income $141,549 (ACS 2020–2024).
It was posted on 2026-09-09 (61 days ago). Jobs older than 90 days are not shown.
Yes: browse sales and business development jobs in Oregon.
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