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CLARK FINANCIAL GROUP
The Assistant Manager, Portfolio Compliance will configure, maintain, and monitor compliance rules in Charles River, interpret client guidelines and regulations, and conduct ongoing portfolio compliance monitoring. The role involves collaborating with portfolio management, operations, legal, and compliance teams to resolve issues, support onboarding, and improve compliance processes.
Clark Financial Group is located in Windsor, Ontario. We are an independent, privately owned family run business established in 1974. We provide personal financial planning, life insurance and investment needs to individuals, couples, families & busine
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CLARK FINANCIAL GROUP.
CLARK FINANCIAL GROUP didn’t post a salary, so this is our estimate from similar listings.
21% below the average for this role
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