Client Manager, Director

Freestone Capital Management • San Francisco, CA

12d • $150,000 - $250,000

About The Position

Freestone is seeking an experienced Client Manager , Director to join our growing San Francisco team . This individual will work closely with one of the fastest growing advisors at Freestone, and a leader of our San Francisco team, to support clients with complex wealth manag e ment needs. We are looking for someone with deep investment experience, strong analytical skills, and the confidence to engage directly with sophisticated clients. The right candidate is intellectually curious, detail-oriented, and eager to grow into increased responsibility and leadership.

Requirements

• CFA or CFP designation or equivalent required.
• Bachelor's or master'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 .
• 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 .

Responsibilities

• Investment Analysis 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 strateg ies .
• 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.

Benefits

• Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.
• Generous paid time off—17 days of vacation, plus 10 paid holidays, Summer Fridays.
• Meal perks, company events, team celebrations, and more.
• A collaborative, fun, and supportive culture where you’re encouraged to innovate and grow.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees