Private B2B | RM Private Strategy

São Paulo, SP. Posted 3 months ago

The role

You will be the strategic partner of the branches in building and accelerating the Private segment. You will design personalized evolution plans to grow profitability, retention and service quality for high-income families.

What you will do

Diagnose the maturity of the Private segment in each branch
Build personalized strategic plans for each branch operation
Define, track and review initiatives for growth, Private base expansion, churn reduction, ROA and profitability
Work with branch leaders to implement strategic initiatives
Develop the Private service model, supporting governance, processes, segmentation and best practices
Coordinate Credit, Wealth Planning, Investments and Shadow Bankers specialists to generate business impact
Monitor indicators, identify bottlenecks and propose new growth levers
Act as an agent of transformation, influencing the evolution of the branches' business model

Required qualifications

Experience in top-tier strategy consulting (McKinsey, Bain, BCG or similar) or in strategy, transformation or business development
Strong analytical and structured problem-solving capability
Experience drafting and executing strategic plans
Excellent communication and ability to influence senior leadership
Entrepreneurial profile, data- and results-oriented

Nice to have

Knowledge of the financial market, Wealth Management or Private Banking
Experience in commercial transformation or franchise/channel development
Experience managing business indicators (ROA, churn, share of wallet, productivity, NPS, growth)
Experience leading organizational transformation projects

Benefits

Health insurance
Dental insurance
Wellhub (Gympass)
Zenklub
Life insurance
iFood Benefits (flexible meal and food allowance)
Transportation voucher
New Value benefits club
Parental leave: 6 months maternity, 20 days paternity
Childcare allowance
Exclusive investment funds
Investment advisory

Before you apply

The hiring process includes a Mindsight cultural fit test and a Predictive Index logical reasoning test
Your data may be processed with artificial intelligence tools to support recruitment, under the company's privacy policy

About the company

XP Inc. is one of Brazil's largest independent financial institutions, owner of the XP, Rico, Clear, XP Educação and InfoMoney brands. It reports more than 4.6 million active clients and over R$ 1.1 trillion in assets under custody.