Freestone Capital Management

AI & Automation Engineer

Seattle, WA

Sponsorship not specified$130k-$185kDetected 5 days ago

PythonC#RESTOAuthLLMsRAGProject ManagementCRMCollaborationSharePoint

About the role

We are seeking an AI & Automation Engineer to join Freestone's Technology and Operations team in Seattle.
This is a hands-on role at the intersection of systems integration and applied AI.

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.

Bachelor's degree in Computer Science, Software Engineering, Information Systems, or a related field, or equivalent professional experience.
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.
CRM platforms
Microsoft 365, including the Graph API, SharePoint, and OneDrive
E-signature platforms such as DocuSign
Custodial, banking, and other financial vendor APIs
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.

5+ years of software engineering, integration, or automation experience, ideally in financial services or another regulated industry.

Flexible and level-headed, with strong organizational and project management skills.

The expected annual base salary for this position is $130,000-$185,000, depending on experience and skill set.

In addition, the position is eligible for a discretionary bonus based on company and individual performance.
Comprehensive benefits include medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, long-term care, parental leave, accidental death insurance, and flexible spending.

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 an independent wealth and asset management firm with over $ 14 billion in assets under management.
Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
Together, we are stronger, smarter, and more innovative.
Dedicated to growth-for clients and ourselves.
Freestone is an equal opportunity employer.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.

This listing is sourced directly from Freestone Capital Management's careers page and normalized into a canonical job model.