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Freestone Capital Management · 9 hours ago

Client Manager, Director

San Francisco, CA

Full-time

Onsite

Mid, Senior Level

$150K/yr - $250K/yr

5+ years exp

Freestone Capital Management is an independent wealth and asset management firm with over $13.5 billion in assets under management. They are seeking an experienced Client Manager, Director to support clients with complex wealth management needs and to work closely with a leader of their San Francisco team.

Financial ServicesVenture Capital

Growth Opportunities

Responsibilities

Perform in-depth investment and portfolio analysis for high-net-worth and ultra-high-net-worth clients

Lead the deployment of investments for new client allocations and manage ongoing portfolio monitoring and account maintenance

Build and maintain advanced financial models to support complex decision-making, particularly related to equity compensation for founders and senior executives

Partner with internal investment teams and external COIs on portfolio and tax strategies

Manage ongoing client relationships, including communication, follow-ups, and strategic initiatives

Serve as a key point of contact in client meetings, particularly for larger and more complex relationships

Coordinate workflow across internal teams to ensure timely and accurate execution

Manage complex financial transactions and processes, including cash flow analysis, budgeting, and bespoke financial reporting

Provide oversight on practice management within the Advisor Team including developing, organizing, and tracking team projects and seeing them through to successful completion

Create comprehensive financial plans for prospective and existing clients, in addition to taking charge of any future revisions

Understand the variables needed to refine the analysis of financial plans to capture clients’ goals more accurately

Serve as primary contact with external COIs to communicate and coordinate goals and strategy for clients

Integrate tax, investment, cash flow, and estate planning considerations into cohesive strategies

Serve as a liaison between clients and the Advisor team in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues

Customize planning solutions for founders and executives with equity compensation and multi-dimensional financial complexity

Prepare high-quality client meeting materials, investment analyses, and proposals

Translate complex financial and investment concepts into clear, client-friendly deliverables

Participate actively in prospect and client meetings by building proposal allocations, presenting initial financial plans, capturing notes and follow-up items, and executing a successful implementation process for new clients

Participate in training and mentoring new and junior team members

Be an engaged culture carrier and play a leadership role in firmwide initiatives

Promote and ensure respect for client privacy and confidentiality in all matters

Qualification

CFACFP designationInvestment analysisFinancial planningClient relationship managementAdvanced financial modelingSeries 6566 licenseMicrosoft Office SuiteAnalytical skillsAttention to detailTime managementCommunication skillsTeam collaboration

Required

Bachelor's degree in finance, economics, or related field

Minimum 5+ years of investment-related experience (e.g., private wealth management, asset management, investment banking, or similar)

Series 65 or 66 license or equivalent required

Exceptional analytical, mathematical, and modeling capabilities

Strong attention to detail with the ability to manage complexity without losing accuracy

Growth-oriented and motivated by increasing responsibility

Curious, proactive, and eager to deepen investment and client-facing expertise

Thrives in a collaborative, high-performance environment and consistently produces high-quality work

Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

High level of comfort working with high-net-worth individuals

Exceptional listening, written, and verbal communication skills

Time management and organizational skills; ability to manage multiple responsibilities, project management, and changing priorities in a fast-paced environment