Brazil
Pavago
XP Inc.
Group Product Manager | Private Banking - Wealth Management
Brazil
São Paulo, São Paulo, Brazil
Automatic translation. Check the original.
About Us
XP Inc. is one of the largest independent financial institutions in Brazil, owning brands such as XP, Rico, Clear, XP Educação, and InfoMoney, among others. With over 4,6 million active clients and over R$ 1,1 trillion in assets under custody, it has been transforming the financial market for 25 years to improve people's lives.
With a strong culture guided by four values - Dream Big, Entrepreneurial Spirit, Customer Focus, and Open Mind - XP Inc. is always looking for the best talents who aspire to achieve the impossible.
🚀 About the Opportunity
We are looking for a Group Product Manager to lead the development and growth of digital products and journeys for the Private Banking / Wealth Management (PWM) business, with end-to-end ownership: from onboarding and operations to investments and after-sales.
This position sits at the intersection of PWM needs, focusing on building fluid, intuitive, high-performance journeys that are fully compliant with risk and regulatory requirements.
You will have a cross-functional role across the entire PWM ecosystem, covering:
- Investment desk (investment specialists / portfolio structure);
- Operations and trading desk;
- Bankers and advisors (commercial channels);
- Operations and Compliance (back office, controls, and governance).
Learn more about our day-to-day on Instagram and LinkedIn.
Check out our reviews on Glassdoor.
🔍 What We're Looking For
Essential Prerequisites
- Previous experience as a Product Manager;
- Solid experience in digital product management, preferably in: Private banking, wealth management, investments, or fintech;
- Deep understanding of investment and operational journeys, including:
- Portfolio allocation, suitability, risk profile;
- End-to-end flow between the investment desk, bankers, operations desk, and support areas;
- Ability to operate in a 0→1 and 1→N environment, with a strong sense of ownership, autonomy, and speed;
- Experience building or scaling products for multiple internal user profiles:
- Investment desk, bankers, advisors, operations desk, operations;
- Strong analytical skills, with a focus on metrics and results:
- Adoption, operational efficiency, internal NPS, AUM/AUC, revenue;
- Ability to balance:
- UX (for internal users – desk, bankers, ops),
- Technical and integration limitations,
- Business, risk, and compliance objectives;
- Excellent communication and stakeholder management skills, navigating between:
- Business, technology, risk, compliance, operations, desk, and commercial areas.
Differentiators
- Previous experience in Private Banking / PWM, Family Office, or high-net-worth investment platforms;
- Familiarity with:
- Risk management, consolidation, and monitoring systems (e.g., Aladdin, Addepar, or similar);
- Tools supporting the desk and commercial channels (portfolio simulators, proposal platforms, OMS/EMS);
- Experience in:
- Account opening and digital onboarding journeys (from the perspective of bankers / desk and operations);
- Suitability, KYC, AML processes, and other regulatory requirements applicable to the investment segment.
🎯 Challenges and Impact
- Lead the complete product cycle, from vision and roadmap definition to execution, rollout, and continuous evolution;
- Evolve the investment and service experience in PWM for internal users, including:
Portfolio/Proposal Simulator
- Build and improve tools that allow the investment desk, bankers, and advisors to assemble, simulate, and present portfolios aligned with the risk profile and objectives of end clients, with an integrated view of risk and return.
Account Opening and Onboarding Journey
- Reduce friction and cycle times for bankers, desk, and operations; automate critical steps (KYC, validations, document collection and analysis) and increase conversion, while maintaining rigor and robustness of controls.
PWM Product Trading Journey
- Elevate the trading experience (orders, approvals, execution, and post-trade) from the perspective of the investment desk, operations desk, and commercial channels, ensuring clarity, traceability, speed, and efficiency.
- Continuously improve the journey for internal users (desk, bankers, advisors, operations), reducing friction and generating efficiency gains in front-office and back-office, making operations more intuitive, faster, and safer;
- Work closely with design and engineering to deliver robust interfaces, intensely used by the investment desk, operations desk, bankers, and operations, with high reliability, performance, and quality;
- Translate business objectives into clear product priorities, ensuring alignment with Private Banking / PWM goals and KPIs;
- Monitor product performance and usage behavior (desk, bankers, advisors, operations), using data and insights to guide decisions, roadmap, and experiments;
- Act cross-functionally with risk, compliance, and operations to ensure:
- Robustness and consistency of processes;
- Regulatory compliance;
- End-to-end scalability and auditability of digital journeys.
⏳ Process Stages
- Initial screening: Resume analysis to verify suitability with the qualifications and requirements of the position.
- General tests: Assessment of cultural alignment with the Mindsight test and logical reasoning test from Predictive Index.
- Interview with the Recruitment team: Discussion about expectations for the role and professional goals.
- Interview with leadership: A conversation to discuss your vision and how you can contribute to the team and the company.
- Interview with colleagues: Interaction with future peers to assess synergy and teamwork.
- Culture-focused interview: Exploration of the company's values and principles to ensure a good cultural fit.
- Offer: Presentation of the job offer, including details on compensation and benefits.
Flexible In-Office Work Model
Our work model varies by role, potentially being fully in-office for business-facing roles and more flexible for other teams.
We follow a model with more frequent in-office presence, but always guided by flexibility and autonomy with the responsibility of our entrepreneurial culture.
Here at XP Inc., we value personal interactions and believe in using the office as a tool to enhance our work relationships.
*By proceeding with the application, you declare that you have read, understood, and agree to the Privacy Policy of Grupo XP Inc. and its suppliers and partners who support the recruitment process. Grupo XP Inc. may use artificial intelligence solutions to support the recruitment team during the process, which may involve the processing of your personal data for this purpose, in accordance with the principles of the General Data Protection Law and the Privacy Policy of Grupo XP Inc..
Benefits
Health and well-being
- Health plan
- Dental plan
- Wellhub (Gympass)
- Zenklub
- Life Insurance
- iFood Benefits (flexible meal/food voucher)
- Transportation Voucher
- New Value (benefits club)
- Parental leave: maternity for 6 months and paternity for 20 days.
- Childcare Assistance
Financial Life
- Exclusive Investment Funds
- Investment Advisory
- XP Visa Infinite Card with no annual fee
- Credit (payroll loan, home equity, real estate credit, etc.)
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