We are seeking an AI & Automation Engineer to join Freestone’s Technology and Operations team in Seattle. Your mission is to connect the firm’s systems and automate the manual, document-heavy work that runs across them, building integrations between our CRM, Microsoft 365, e-signature, custodial and banking systems, reporting, and using AI to automate the workflows that ride on top of them.

This is a hands-on role at the intersection of systems integration and applied AI. You will build and maintain reliable connectors over REST APIs and webhooks and use large language models, primarily through tools such as Claude, to automate work that has resisted traditional automation. To be successful these builds require strong verification, appropriate human review, and full auditability, within the firm’s security and compliance framework.

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.

AI & Automation Engineer

Responsibilities

Qualification

Required

Benefits

Company

Freestonecapitalmanagement

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