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Freestone Jobs in Redmond, WA (NOW HIRING)

Freestone Capital Management

Client Advisor

Seattle, WA · On-site

$125K - $150K/yr

Who We Are At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent ...

Freestone Capital Management

Client Advisor

Seattle, WA

$125K - $150K/yr

Who We Are At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent ...

Freestone Capital Management

Client Advisor

Seattle, WA · On-site

$125K - $150K/yr

Client Advisor Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are ...

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Freestone information

What is the difference between Freestone vs Clam Mainer?

AspectFreestoneClam Mainer
Required CredentialsNone specific, often requires basic seafood handling knowledgeSimilar, may require seafood handling or processing certifications
Work EnvironmentSeafood processing facilities, fishing boats, marketsSeafood processing plants, fishing industry settings
Industry UsageCommonly used in seafood harvesting and processingUsed in clam harvesting and processing

Freestone and Clam Mainer roles both involve seafood handling, but Freestone typically refers to a general seafood worker, while Clam Mainer specializes in clam harvesting and processing. Both roles require similar skills and work environments, making them closely related in the seafood industry.

What are popular job titles related to Freestone jobs in Redmond, WA? For Freestone jobs in Redmond, WA, the most frequently searched job titles are:
What cities near Redmond, WA are hiring for Freestone jobs? Cities near Redmond, WA with the most Freestone job openings:
Freestone jobs near you
Infographic showing various Freestone job openings in Redmond, WA as of August 2026, with employment types broken down into 75% Full Time, 9% Part Time, 7% Temporary, and 9% Contract. Highlights an 97% Physical, and 3% Hybrid job distribution.

AI & Automation Engineer

Freestone Capital Management

Seattle, WA • On-site

Full-time

Re-posted 3 days ago

Job description

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.

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