Freestone Capital Management
Jobs at Freestone Capital Management
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Financial Services
Build and maintain integrations and automations connecting CRM, Microsoft 365, e-signature, custodial/banking systems and reporting. Use LLMs (Claude) and automation tools to extract, process, and verify document-heavy workflows with human-in-the-loop review, monitoring, and auditability, within security and compliance frameworks. Partner across teams and help set AI/automation standards.
Financial Services
The Client Advisor role involves developing client relationships, providing financial planning, collaborating with partners, and mentoring junior staff.
