Client Manager, Director

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 $13.5 billion in assets under management. With a team of over 125 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.

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 management 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.

• 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 firm‑wide initiatives.
• Promote and ensure respect for client privacy and confidentiality in all matters.

• 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 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,…