About the role
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$32 billion under management, 190 portfolio companies and 440 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/.
Job Overview As a member of the Private Wealth Solutions Team, the Head of Product will work closely with the Private Wealth Solutions team to help lead the end-to-end product design, development and implementation of proprietary private market funds for Sagard. The ideal candidate will have a deep understanding of private markets, a proven track record of product development and execution, and a strong commitment to operational excellence.
Drawing on deep knowledge of private market product structures, channel awareness, the competitive landscape and industry connections, the Head of Product will also take a leading role in shaping the development of a global wealth management private asset platform that spans affiliated and unaffiliated distribution channels (in Canada and, globally as needed).
This is a complex and technical role involving product structures that impact valued retail, private wealth and (multi) family office clients of Sagard. As such, the Head of Product will have a high level of technical expertise and will be comfortable engaging with senior members of Sagard's Investment, Finance, Operations, Legal, Capital Formation, Investor Relations and Communications teams, and Sagard leadership.
Your Responsibilities:
- In alignment with Sagard's vision and strategy, drive product development of retail, private wealth and custom private asset funds across all asset classes (credit, real estate, venture capital and private equity)
- Develop and manage a product roadmap that spans multiple channels/partners and leverages the firm's strategic relationship with Power Corporation of Canada ("PCC"), the PCC ecosystem and other private asset manager partners
- Refine the roadmap in collaboration with channel leadership, Sagard's Investment Teams and other key stakeholders to meet client and advisor needs and support growth in assets under management
- Develop key industry relationships and use knowledge of the competitive environment, industry trends and market dynamics to help shape product strategy, inform product structuring and features and influence support for new and existing funds
- Manage end-to-end documentation for new product launches and enhancements (business case through approvals), in accordance with Sagard's product strategy, ensuring compliance from a regulatory, taxation and operational perspective
- Coordinate with key internal functions (Investments, Legal, Compliance, Finance, Operations, Tax, Capital Formation, Investor Relations and Communications, etc.) to ensure solutions are well-built, well-managed and well-priced
- Maintain visibility on the competitive landscape for current and future products, and collaborate with the Head of Strategy & Operations and distribution team to create and disseminate market mappings and define Sagard's unique selling proposition
- Act as a subject matter expert on private asset solutions for Sagard's product function and provide regular industry updates to the Sagard team
- Partner with senior leaders across the organization, including Investments, Value Creation, Capital Formation, Compliance, Legal, and Finance to launch new products
- In collaboration with the Head of Strategy & Operations, ensure smooth operations of the retail private markets funds, implement and maintain operational policies and procedures, and work with internal and external service providers to drive efficiencies in middle / back office functions
- Acts as the prime contact for internal/external stakeholder relationships, which may include regulators
Qualifications:
- Extensive asset management experience, ideally in private or alternative assets, with proven product development success.
- Deep knowledge of alternative investment solutions, product structures, and related regulatory, tax, legal, and compliance considerations.
- Strong understanding of distribution channels for private asset products.
- Demonstrated operational excellence with a track record of execution, decision-making, and strategic leadership in fundraising initiatives.
- Excellent verbal and written communication skills; able to build credibility, trust, and strong internal/external relationships.
- Highly organized, detail-oriented, and effective at managing multiple priorities in fast-paced, cross-functional environments.
- Self-motivated, proactive, and capable of independent decision-making.
- Bachelor's degree (or higher) required; MBA, CFA, or similar designation an asset.
- Advanced understanding of the Canadian investment industry.
- 5+ years managing business operations; fund management and investment operations experience strongly preferred.
Sagard is an equal opportunity employer, which values diversity in the workplace. We are therefore happy to accommodate any individual.
If you require accommodation in order to participate in the hiring process, please contact the People & Culture team to make your needs known in advance.
About Sagard
Sagard is a global multi-strategy alternative asset management firm active in venture capital, private equity, private credit, and real estate.
A full list of portfolio companies is available at: www.sagard.com/portfolio
About the role
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$32 billion under management, 190 portfolio companies and 440 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/.
Job Overview As a member of the Private Wealth Solutions Team, the Head of Product will work closely with the Private Wealth Solutions team to help lead the end-to-end product design, development and implementation of proprietary private market funds for Sagard. The ideal candidate will have a deep understanding of private markets, a proven track record of product development and execution, and a strong commitment to operational excellence.
Drawing on deep knowledge of private market product structures, channel awareness, the competitive landscape and industry connections, the Head of Product will also take a leading role in shaping the development of a global wealth management private asset platform that spans affiliated and unaffiliated distribution channels (in Canada and, globally as needed).
This is a complex and technical role involving product structures that impact valued retail, private wealth and (multi) family office clients of Sagard. As such, the Head of Product will have a high level of technical expertise and will be comfortable engaging with senior members of Sagard's Investment, Finance, Operations, Legal, Capital Formation, Investor Relations and Communications teams, and Sagard leadership.
Your Responsibilities:
- In alignment with Sagard's vision and strategy, drive product development of retail, private wealth and custom private asset funds across all asset classes (credit, real estate, venture capital and private equity)
- Develop and manage a product roadmap that spans multiple channels/partners and leverages the firm's strategic relationship with Power Corporation of Canada ("PCC"), the PCC ecosystem and other private asset manager partners
- Refine the roadmap in collaboration with channel leadership, Sagard's Investment Teams and other key stakeholders to meet client and advisor needs and support growth in assets under management
- Develop key industry relationships and use knowledge of the competitive environment, industry trends and market dynamics to help shape product strategy, inform product structuring and features and influence support for new and existing funds
- Manage end-to-end documentation for new product launches and enhancements (business case through approvals), in accordance with Sagard's product strategy, ensuring compliance from a regulatory, taxation and operational perspective
- Coordinate with key internal functions (Investments, Legal, Compliance, Finance, Operations, Tax, Capital Formation, Investor Relations and Communications, etc.) to ensure solutions are well-built, well-managed and well-priced
- Maintain visibility on the competitive landscape for current and future products, and collaborate with the Head of Strategy & Operations and distribution team to create and disseminate market mappings and define Sagard's unique selling proposition
- Act as a subject matter expert on private asset solutions for Sagard's product function and provide regular industry updates to the Sagard team
- Partner with senior leaders across the organization, including Investments, Value Creation, Capital Formation, Compliance, Legal, and Finance to launch new products
- In collaboration with the Head of Strategy & Operations, ensure smooth operations of the retail private markets funds, implement and maintain operational policies and procedures, and work with internal and external service providers to drive efficiencies in middle / back office functions
- Acts as the prime contact for internal/external stakeholder relationships, which may include regulators
Qualifications:
- Extensive asset management experience, ideally in private or alternative assets, with proven product development success.
- Deep knowledge of alternative investment solutions, product structures, and related regulatory, tax, legal, and compliance considerations.
- Strong understanding of distribution channels for private asset products.
- Demonstrated operational excellence with a track record of execution, decision-making, and strategic leadership in fundraising initiatives.
- Excellent verbal and written communication skills; able to build credibility, trust, and strong internal/external relationships.
- Highly organized, detail-oriented, and effective at managing multiple priorities in fast-paced, cross-functional environments.
- Self-motivated, proactive, and capable of independent decision-making.
- Bachelor's degree (or higher) required; MBA, CFA, or similar designation an asset.
- Advanced understanding of the Canadian investment industry.
- 5+ years managing business operations; fund management and investment operations experience strongly preferred.
Sagard is an equal opportunity employer, which values diversity in the workplace. We are therefore happy to accommodate any individual.
If you require accommodation in order to participate in the hiring process, please contact the People & Culture team to make your needs known in advance.
About Sagard
Sagard is a global multi-strategy alternative asset management firm active in venture capital, private equity, private credit, and real estate.
A full list of portfolio companies is available at: www.sagard.com/portfolio