AI & Automation Engineer

Who We Are

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.

About The Role

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.

Key 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

and Skills 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. 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.

Why Join Us

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