Associate, Office of the CEO

Sagard; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

Sagard is building an AI-first, multi-strategy asset manager. This Toronto-based role centers on AI transformation, cross-functional initiatives, and enterprise operations at scale. You will partner with the Chief of Staff to the Managing Partner and leaders across technology and AI to drive strategic change.

The position offers high exposure, ownership, and the chance to shape critical operating capabilities in a growing firm focused on innovation and rigorous decision-making.

Qualifications

• 2–4 years of management consulting with a focus on AI, corporate strategy, or a similar role at a technology-first organization.
• Hands-on mindset to redesign workflows and embed AI into operations, not just automate tasks.
• Active use of AI tools such as Claude, ChatGPT, or n8n.

Responsibilities

• Play a central role in AI and technology transformation initiatives across Sagard by identifying opportunities and embedding AI into workflows.
• Support design and execution of strategic technology initiatives from scoping to delivery to enable operating transformation.
• Help manage financial planning and forecasting across technology and AI functions.
• Collaborate with business teams to map processes and identify where AI can improve efficiency and outcomes.
• Prepare materials for senior leadership, including executive briefings and strategic analyses.
• Track adoption, business value, and outcomes from AI projects across the firm.
• Help establish processes and operating rhythms to increase discipline across teams.

Skills

AI strategy

Data fluency

Finance acumen

Communication

Self-starter

Tools

Claude

ChatGPT

n8n

Job description

Sagard Overview

Sagard is a multi-strategy alternative asset management firm active in venture capital, private equity, private credit and real estate. Sagard also engages in private wealth management through Sagard Wealth. Founded in 2016 and guided by the core values of entrepreneurship, innovation, collaboration, rigour and authenticity, Sagard has experienced outstanding growth. Today, the firm has more than US$45 billion under management, 190 portfolio companies and 540 professionals. Sagard is well positioned to continue to grow substantially, organically and inorganically, pursuing its vision of becoming one of the best-performing investment management firms. Headquartered in Canada, Sagard currently has offices in Canada, the United States, Europe and the Middle East. More at https://www.sagard.com

Position Overview

Sagard is building an AI-first alternative asset manager: by redesigning how the firm invests, raises capital, and operates from first principles. That transformation touches every part of the business: investment teams, business teams, financial planning, and enterprise operations. This role sits at the centre of that effort. You'll work directly with the Chief of Staff to the Managing Partner, Head of Technology & AI at Sagard (and CEO of Diagram), supporting a mandate that spans AI transformation, cross-functional initiatives, and the operating infrastructure of a global asset manager at an inflection point. This is a high-exposure, high-ownership role for someone who wants to see how a complex organization actually changes, and wants to be part of making it happen.

Responsibilities

• Playing a central role in AI and technology transformation initiatives across the organization, working with teams to identify opportunities and help embed AI change into how people work
• Supporting the design and execution of strategic technology initiatives across business teams, from scoping to delivery, to support the firm's broader operating transformation
• Helping manage financial planning and forecasting processes, including budget tracking and forecasting across the technology and AI functions
• Working with business teams to identify workflow redesign opportunities: mapping existing processes, identifying where AI can replace or augment manual work, and helping implement changes
• Preparing materials for senior leadership: executive briefings, executive committee decks, and strategic analyses
• Tracking adoption, business value, and outcomes from AI and technology initiatives across the firm
• Helping establish the processes, intake mechanisms, and operating rhythms that allow business teams to run with greater discipline and less firefighting
• Taking on research and analysis to inform decisions across the technology and AI agenda

Qualifications

• 2-4 years of experience in management consulting with a focus on AI, corporate strategy, or a similar role at a technology-first organization
• Genuine enthusiasm for AI and a hands‑on approach to using it, you're already thinking about how to redesign workflows, not just automate tasks
• Active use of AI tools (Claude, ChatGPT, n8n, or similar)
• Finance and data fluency: you're comfortable with numbers and quantitative analysis
• Excellent written and verbal communication skills: you can distill complex information for senior leaders
• An interest in building processes from scratch, you see absence of structure as an opportunity
• High attention to detail and comfort managing multiple workstreams with competing priorities
• Discretion and sound judgment, you'll work regularly with confidential information and senior stakeholders
• Self‑starter mindset: you identify problems early, propose solutions, and don't wait to be told what to do next
• Strong proficiency in Google Workspace (Sheets, Docs, Slides, etc.) or Microsoft365
• Nice to have Exposure to financial services, venture capital, asset management, or technology organizations
• Bilingual with proficiency in French

Sagard is a global multi-strategy alternative asset manager built on partnership, entrepreneurial thinking, and long-term ambition. As we continue to grow globally, we’re looking for thoughtful and high-performing individuals to join our team across strategies and functions. Explore our current opportunities to learn more about a career at Sagard.

- Sagard est un gestionnaire d'actifs alternatifs multistratégies de portée mondiale, fondé sur le partenariat, l'esprit entrepreneurial et l'ambition à long terme. Alors que nous poursuivons notre croissance à l'échelle mondiale, nous sommes à la recherche de personnes réfléchies et performantes pour se joindre à notre équipe, et ce, à travers nos différentes stratégies et fonctions. Explorez nos postes ouverts pour en apprendre davantage sur une carrière chez Sagard.