Segment Strategy Analyst

Description

Job Summary: This is an opportunity to join the Segments team, focused on transforming XP’s service model and value proposition while building an integrated customer view. Key Highlights: 1. Transform the XP service model and value proposition. 2. Design the Open Finance value proposition and customer journey for XP and its clients. 3. Holistic view of the company and collaboration with multiple teams. **About Us** XP Inc. is one of Brazil’s largest independent financial institutions, owning brands including XP, Rico, Clear, XP Educação, InfoMoney, and others. With over 4.6 million active clients and more than R$ 1.1 trillion in assets under custody, XP has been transforming the financial market to improve people’s lives for 24 years. Guided by four core values — **Big Dreams, Entrepreneurial Spirit, Customer Focus, and Open Mind** — XP Inc. continuously seeks top talent with ambition to achieve the impossible. **About the Opportunity** ------------------------ This opportunity is for the Segments team, whose mission is to transform XP’s service model and value proposition, build an integrated customer view, and connect experiences globally. This is a team passionate about analytical rigor, implementation focus, and results delivery. You’ll thrive here if you enjoy taking a holistic view of the company and collaborating closely with channel, product, and technology teams. The Open Finance role aims to design the tool’s value proposition and customer journey for both XP and end customers. To succeed, you’ll need to collaborate with XP’s product and channel teams, prioritize platform enhancements, and stay organized across demands and deliverables. Learn more about our day-to-day on Instagram and LinkedIn. Check out our Glassdoor reviews. **What We’re Looking For** -------------------- **Essential Requirements:** * Analytical profile with experience in planning and/or business unit management (e.g., Business Intelligence, Strategy, FP&A) * Financial knowledge * Ability to engage and align multiple stakeholders * Advanced proficiency in PowerPoint and Excel * Adaptability to constant change **Nice-to-Haves:** * Experience in the financial industry or in FP&A / planning * Skill in developing business cases **Challenges and Impact** ---------------------- * Analyze customer data, evaluating results (revenue and margin) by channel, product, and customer profile. * Define the tool’s strategy for XP and end customers. * Design the tool’s customer journeys * Develop customer value propositions * Refine the service model * Support implementation of the segments strategy * Conduct progress review meetings for initiatives * Review strategies, governance, and KPI tracking * Design the Open Finance roadmap * **Process Steps** * **Initial Screening**: Resume review to assess alignment with qualifications and requirements. * **Recruitment Team Interview**: Discussion of expectations regarding the role and professional goals. * **Leadership Interview**: A conversation to explore your vision and how you can contribute to the team and company. * **Peer Interview**: Interaction with future colleagues to evaluate synergy and teamwork. * **Culture-Fit Interview**: Exploration of company values and principles to ensure cultural alignment. * **Offer**: Presentation of the employment proposal, including compensation and benefits details. **Benefits:** Health and Well-being: * Health insurance * Dental insurance * Wellhub (Gympass) * Zenklub * Life insurance * iFood Benefits (flexible VA and VR) * Transportation allowance * New Value (benefits club) * Parental leave: 6-month maternity leave and 20-day paternity leave * Childcare allowance Financial Life * Exclusive investment funds * Investment advisory services * XP Visa Infinite card with no annual fee * Credit solutions (payroll-deductible loans, home equity loans, real estate CCBs, etc.) **Flexible In-Office Work Model** Our work model varies by function — fully in-office for business-facing roles and more flexible for other teams. We follow a model with higher in-office frequency, always guided by flexibility and autonomy aligned with our entrepreneurial culture. At XP Inc., we value face-to-face interactions and believe the office serves as a tool to strengthen workplace relationships. * *By proceeding with your application, you declare that you have read, understood, and agree to the XP Inc. Group Privacy Policy and those of its vendors and partners supporting the selection process. The XP Inc. Group may use artificial intelligence solutions to assist the recruitment team during the process, which may involve processing your personal data for this purpose, in accordance with the General Data Protection Law and the XP Inc. Group Privacy Policy.*