Freestone Jobs in Redmond, WA (NOW HIRING)

Job Summary:
Freestone Capital Management is an independent wealth and asset management firm with over $14 billion in assets under management. They are seeking an AI & Automation Engineer to connect the firm’s systems and automate manual workflows, utilizing AI tools and building integrations between various platforms.
Responsibilities:
• Build and maintain integrations between the firm’s core systems CRM, Microsoft 365 and SharePoint, e-signature, custodial and banking platforms, and reporting, using REST APIs, webhooks, and related interfaces.
• Use AI tools such as Claude to automate document-heavy workflows, including extracting information from signed forms, populating and processing PDFs.
• Partner across departments to identify manual workflows across the firm and deliver automated solutions that save time and reduce error.
• Deploy and maintain automations with strong validation, human-in-the-loop review, monitoring, and audit trails, within the firm’s data-governance, security, and compliance framework.
• Work with the firm’s software engineering team to build on existing systems and help set standards for how Freestone applies AI and automation.
Qualifications:
Required:
• Bachelor’s degree in Computer Science, Software Engineering, Information Systems, or a related field, or equivalent professional experience.
• 5+ years of software engineering, integration, or automation experience, ideally in financial services or another regulated industry.
• Proficiency in Python and/or C#/.NET.
• Strong systems-integration experience building connectors over REST APIs, webhooks, and OAuth, including workflow automation tools such as Power Automate.
• Experience integrating with core business systems, including: CRM platforms, Microsoft 365, including the Graph API, SharePoint, and OneDrive, E-signature platforms such as DocuSign, Custodial, banking, and other financial vendor APIs.
• Strong systems-integration experience building connectors over REST APIs, webhooks, and OAuth, including workflow automation tools such as Power Automate, such as Claude, including prompt engineering, structured outputs, document extraction, and retrieval-augmented generation, with sound judgment about building in verification and human review where accuracy matters.
• Solid data fundamentals, including SQL.
• A strong security and data-governance mindset for handling sensitive client and financial information.
• Strong analytical and process-design skills, able to map a manual workflow end to end and reimagine it as a reliable, automated process.
• Enjoys fast-paced work environments and having ownership over projects.
• A keen eye for detail; efficient and highly productive.
• Flexible and level-headed, with strong organizational and project management skills.
Company:
Freestone Capital Management is an investment management company specializing in wealth planning and asset management services. Founded in 1999, the company is headquartered in Seattle, USA, with a team of 51-200 employees. The company is currently Growth Stage.