Teams at Freestone Capital Management

The Client Advisor role involves developing client relationships, providing financial planning, collaborating with partners, and mentoring junior staff.

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.