XP Inc. growth playbook

Republish each city post with a current date and a clear timeline, and send every qualified applicant the free CPA course link the day they apply, framed as step one of XP Future. Track course progress as the screening signal: candidates who finish the first modules move to interviews first. Build a city section on xpinc.com/seja-um-assessor/ for the cities with open posts, linking straight to them.

Commercial people from other industries decide fast and drop out when nothing happens. A same-day next step that builds a qualification keeps them in the funnel, and course progress tells recruiters who is serious.

[ ] List the 23 posts with first-published dates
[ ] Republish posts older than 12 months
[ ] Replace "pode demorar" with a dated timeline
[ ] Same-day email with the free CPA course link
[ ] Course progress field in the ATS
[ ] City sections on /seja-um-assessor/
[ ] Monthly report: applications, course starts, hires

• More applicants than recruiters can handle

  Let course progress decide interview order.

• Old candidates in the pool

  Email them the course link too before closing old posts.

• HiringXP Future advisor-trainee posts: 23 open "Assessoria de Investimentos: XP Future" and "Início de Carreira" posts in cities from Manaus to Porto Alegre, 17 of them first published more than a year ago (the oldest in November 2024). The post offers "Suporte completo para obtenção da certificação CPA" with a free course, and warns: "Essa vaga é um pool de talentos, então pode ser que o retorno demore um pouco a mais". Posts link candidates to xpinc.com/seja-um-assessor/. Checked October 21, 2026.Source
• HiringExpansion hiring (posted September 23, 2026): Analista de Expansão Comercial B2B grows "um dos principais canais de distribuição da XP" by finding and interviewing "escritórios de assessoria de investimentos" through "prospecção ativa via LinkedIn"; Analista de Expansão Comercial B2C recruits professionals for the "Alta Renda" advisory segment; a Gerente Estratégico de Negócios supports "expansão geográfica" of the largest partner offices.Source
• News coverageSecond quarter 2026 results: 4.772 million active clients at quarter-end, against 4.790 million in Q1 and 4.720 million a year earlier; client assets R$1.535 trillion (+12% year on year); R$28 billion of net inflow; about 18,400 advisors; net revenue +9% to R$4.88 billion; retirement plan client assets +18% to R$101 billion; insurance revenue +23%; corporate revenue more than doubled to R$606 million.Source
• HiringThe Greenhouse board lists 137 open roles (checked October 21, 2026), 32 first published more than a year ago, including a general "Banco de Talentos XP Inc." from December 2023; there are Officer Middle and Banker PME roles in about 15 Brazilian cities, an "Assistente de Atendimento Reclame Aqui" role, and a Business Analyst for the "Segmento Trader". Every post describes XP Inc. as owner of "XP, Rico, Clear, XP Educação, InfoMoney" with "mais de 4,6 milhões de clientes ativos" and "R$ 1,1 trilhão de ativos sob custódia".Source

Write a meta description that names the group's brands and the careers and advisor paths, add alt text and link names, fix the console errors, and defer the blocking CSS and scripts.

Candidates, journalists and investors see the description in search results and link previews; accessibility fixes widen who can use the site.

• Theme updates undo fixes

  Keep the fixes in a child theme.

• Google PageSpeedxpinc.com homepage (WordPress), phone test: performance 93, largest contentful paint 2.6 s (the H1 "FAZER O IMPOSSÍVEL"), render-blocking requests costing about 1.2 s, 4.7 MB downloaded, accessibility 76 (low contrast, images without alt text, links without names), 7 browser console errors, and "Document does not have a meta description". Real visitors pass Core Web Vitals (LCP 2.4 s, INP 171 ms).Source
• HiringThe Greenhouse board lists 137 open roles (checked October 21, 2026), 32 first published more than a year ago, including a general "Banco de Talentos XP Inc." from December 2023; there are Officer Middle and Banker PME roles in about 15 Brazilian cities, an "Assistente de Atendimento Reclame Aqui" role, and a Business Analyst for the "Segmento Trader". Every post describes XP Inc. as owner of "XP, Rico, Clear, XP Educação, InfoMoney" with "mais de 4,6 milhões de clientes ativos" and "R$ 1,1 trilhão de ativos sob custódia".Source

Review the firewall rules: allow verified search crawlers, the main AI assistants' crawlers and link-preview bots on public pages (careers, advisor recruitment, institutional), keep protection on login and transactional paths, and always serve robots.txt and the sitemap.

People now ask AI assistants "como virar assessor de investimentos"; a page those assistants cannot read cannot be recommended.

• Scrapers pose as bots

  Verify by IP ranges, not by user agent alone.

• Your websiteRequests to www.xpinc.com, its robots.txt and its sitemap.xml from a standard HTTP client without a browser user agent return HTTP 403 with a page titled "Acesso Bloqueado"; www.xpi.com.br answers the same way. Checked October 21, 2026.Source
• HiringXP Future advisor-trainee posts: 23 open "Assessoria de Investimentos: XP Future" and "Início de Carreira" posts in cities from Manaus to Porto Alegre, 17 of them first published more than a year ago (the oldest in November 2024). The post offers "Suporte completo para obtenção da certificação CPA" with a free course, and warns: "Essa vaga é um pool de talentos, então pode ser que o retorno demore um pouco a mais". Posts link candidates to xpinc.com/seja-um-assessor/. Checked October 21, 2026.Source
• Google PageSpeedxpinc.com homepage (WordPress), phone test: performance 93, largest contentful paint 2.6 s (the H1 "FAZER O IMPOSSÍVEL"), render-blocking requests costing about 1.2 s, 4.7 MB downloaded, accessibility 76 (low contrast, images without alt text, links without names), 7 browser console errors, and "Document does not have a meta description". Real visitors pass Core Web Vitals (LCP 2.4 s, INP 171 ms).Source

Update the shared description with the latest published figures and a date, and set a quarterly reminder after each results release.

Candidates and partner offices check numbers; current figures look like a company that is growing.

• Mixing metrics

  Use the same definitions as the results release.

• HiringThe Greenhouse board lists 137 open roles (checked October 21, 2026), 32 first published more than a year ago, including a general "Banco de Talentos XP Inc." from December 2023; there are Officer Middle and Banker PME roles in about 15 Brazilian cities, an "Assistente de Atendimento Reclame Aqui" role, and a Business Analyst for the "Segmento Trader". Every post describes XP Inc. as owner of "XP, Rico, Clear, XP Educação, InfoMoney" with "mais de 4,6 milhões de clientes ativos" and "R$ 1,1 trilhão de ativos sob custódia".Source
• News coverageSecond quarter 2026 results: 4.772 million active clients at quarter-end, against 4.790 million in Q1 and 4.720 million a year earlier; client assets R$1.535 trillion (+12% year on year); R$28 billion of net inflow; about 18,400 advisors; net revenue +9% to R$4.88 billion; retirement plan client assets +18% to R$101 billion; insurance revenue +23%; corporate revenue more than doubled to R$606 million.Source

Review DMARC reports, align every legitimate sender (recruiting, marketing, HR systems), keep the policy at p=quarantine or p=reject, and repeat for the brand domains.

Enforcement protects clients and candidates from fake offers and improves inbox placement.

• Blocking a legitimate sender

  Check reports before each change.

• DNS checkPublic email authentication records reviewed October 21, 2026.Source
• News coverageSecond quarter 2026 results: 4.772 million active clients at quarter-end, against 4.790 million in Q1 and 4.720 million a year earlier; client assets R$1.535 trillion (+12% year on year); R$28 billion of net inflow; about 18,400 advisors; net revenue +9% to R$4.88 billion; retirement plan client assets +18% to R$101 billion; insurance revenue +23%; corporate revenue more than doubled to R$606 million.Source
• HiringThe Greenhouse board lists 137 open roles (checked October 21, 2026), 32 first published more than a year ago, including a general "Banco de Talentos XP Inc." from December 2023; there are Officer Middle and Banker PME roles in about 15 Brazilian cities, an "Assistente de Atendimento Reclame Aqui" role, and a Business Analyst for the "Segmento Trader". Every post describes XP Inc. as owner of "XP, Rico, Clear, XP Educação, InfoMoney" with "mais de 4,6 milhões de clientes ativos" and "R$ 1,1 trilhão de ativos sob custódia".Source

Close posts that are not hiring, relabel genuine pools as "Banco de talentos" with what happens next, and pin the newest priority roles on the careers page.

A current board gets more applications per post.

• Losing pooled candidates

  Email them before closing.

• HiringThe Greenhouse board lists 137 open roles (checked October 21, 2026), 32 first published more than a year ago, including a general "Banco de Talentos XP Inc." from December 2023; there are Officer Middle and Banker PME roles in about 15 Brazilian cities, an "Assistente de Atendimento Reclame Aqui" role, and a Business Analyst for the "Segmento Trader". Every post describes XP Inc. as owner of "XP, Rico, Clear, XP Educação, InfoMoney" with "mais de 4,6 milhões de clientes ativos" and "R$ 1,1 trilhão de ativos sob custódia".Source
• HiringXP Future advisor-trainee posts: 23 open "Assessoria de Investimentos: XP Future" and "Início de Carreira" posts in cities from Manaus to Porto Alegre, 17 of them first published more than a year ago (the oldest in November 2024). The post offers "Suporte completo para obtenção da certificação CPA" with a free course, and warns: "Essa vaga é um pool de talentos, então pode ser que o retorno demore um pouco a mais". Posts link candidates to xpinc.com/seja-um-assessor/. Checked October 21, 2026.Source

Map the first 30 days by day and event: account opened, first deposit, first investment. Send one trigger per missing step (a guided first investment, a small fixed-income start, a call from an advisor for larger deposits). Test each trigger against a holdout.

Most activation is lost in the first week; triggers based on what the client has not yet done beat generic welcome series.

• Too many messages

  Cap at one trigger per step and respect opt-outs.

• HiringCoordenador(a) de Growth (São Paulo, posted October 20, 2026): leads "Growth, Ativação e Ciclo de Vida de Clientes PF", driving activation "desde a abertura da conta" to "a efetiva movimentação financeira", onboarding, CRM engagement over "e-mail, push, WhatsApp", "retenção e reconquista de clientes inativos", cross-sell and "gatilhos comportamentais e dados de utilização dos produtos".Source
• News coverageSecond quarter 2026 results: 4.772 million active clients at quarter-end, against 4.790 million in Q1 and 4.720 million a year earlier; client assets R$1.535 trillion (+12% year on year); R$28 billion of net inflow; about 18,400 advisors; net revenue +9% to R$4.88 billion; retirement plan client assets +18% to R$101 billion; insurance revenue +23%; corporate revenue more than doubled to R$606 million.Source
• Competitor researchRivals' own homepages: BTG Pactual, "Abra sua conta no Maior Banco de Investimentos da América Latina"; Nubank, "sua vida financeira sem complicações, asteriscos ou letras miúdas"; Inter, a "Super App" with "zero-commission stock & ETF investing".See the research Source

Segment inactive clients by last product used (fixed income, funds, stocks, card) and time inactive; send one relevant offer each, and route high-balance former clients to an advisor.

Winning back a known client costs less than acquiring a new one.

• Clients left for a reason

  Ask why in the first message.

• HiringCoordenador(a) de Growth (São Paulo, posted October 20, 2026): leads "Growth, Ativação e Ciclo de Vida de Clientes PF", driving activation "desde a abertura da conta" to "a efetiva movimentação financeira", onboarding, CRM engagement over "e-mail, push, WhatsApp", "retenção e reconquista de clientes inativos", cross-sell and "gatilhos comportamentais e dados de utilização dos produtos".Source
• News coverageSecond quarter 2026 results: 4.772 million active clients at quarter-end, against 4.790 million in Q1 and 4.720 million a year earlier; client assets R$1.535 trillion (+12% year on year); R$28 billion of net inflow; about 18,400 advisors; net revenue +9% to R$4.88 billion; retirement plan client assets +18% to R$101 billion; insurance revenue +23%; corporate revenue more than doubled to R$606 million.Source
• HiringAnalista de Revenue/Growth Pleno (posted October 8, 2026): "expandindo nossa operação de Revenue no segmento Pessoa Jurídica", to structure "a oferta de produtos de corretora para clientes PME"; builds segmentation and clusters, personalised communication journeys, and KPIs on "engajamento, conversão, retenção, captação e receita", with SQL and Adobe Campaign.Source

Segment SME clients by average idle balance and offer a simple automatic sweep into liquid fixed income, with one-click setup and a monthly earnings summary.

A default product that earns on idle cash raises penetration with little effort for the owner.

• Liquidity needs

  Same-day redemption only.

• HiringAnalista de Revenue/Growth Pleno (posted October 8, 2026): "expandindo nossa operação de Revenue no segmento Pessoa Jurídica", to structure "a oferta de produtos de corretora para clientes PME"; builds segmentation and clusters, personalised communication journeys, and KPIs on "engajamento, conversão, retenção, captação e receita", with SQL and Adobe Campaign.Source
• News coverageSecond quarter 2026 results: 4.772 million active clients at quarter-end, against 4.790 million in Q1 and 4.720 million a year earlier; client assets R$1.535 trillion (+12% year on year); R$28 billion of net inflow; about 18,400 advisors; net revenue +9% to R$4.88 billion; retirement plan client assets +18% to R$101 billion; insurance revenue +23%; corporate revenue more than doubled to R$606 million.Source
• HiringThe Greenhouse board lists 137 open roles (checked October 21, 2026), 32 first published more than a year ago, including a general "Banco de Talentos XP Inc." from December 2023; there are Officer Middle and Banker PME roles in about 15 Brazilian cities, an "Assistente de Atendimento Reclame Aqui" role, and a Business Analyst for the "Segmento Trader". Every post describes XP Inc. as owner of "XP, Rico, Clear, XP Educação, InfoMoney" with "mais de 4,6 milhões de clientes ativos" and "R$ 1,1 trilhão de ativos sob custódia".Source

Package sponsors across Expert XP, regional events, incentive trips and InfoMoney content, with audience data (anonymised) and measured results, sold as annual tiers.

Annual packages raise revenue per sponsor and smooth income beyond one event.

• Conflicts with financial rules

  Compliance review of every package.

• HiringCoordenador(a) de Parcerias Estratégicas | Live Marketing (posted October 20, 2026): "desenvolver novas oportunidades de receita, estruturar modelos de monetização" and lead "a captação de patrocínios para eventos, propriedades e iniciativas proprietárias da marca", structuring "cotas de patrocínio" and tracking "retorno sobre investimento".Source
• News coverageExpert XP 2026 ran July 23 to 25 at São Paulo Expo; the previous edition drew "50 mil participantes", "230 patrocinadores" and "350 palestrantes" over more than 120 hours of content.Source
• HiringAnalista Pleno de Experiência de Marca (Live Marketing, posted October 19, 2026): plans events "que fortaleçam o relacionamento com assessores e clientes", runs "viagens de incentivo para assessores e clientes" and tracks "métricas de sucesso e resultados dos eventos (ROI, NPS e outras)".Source
• HiringThe Greenhouse board lists 137 open roles (checked October 21, 2026), 32 first published more than a year ago, including a general "Banco de Talentos XP Inc." from December 2023; there are Officer Middle and Banker PME roles in about 15 Brazilian cities, an "Assistente de Atendimento Reclame Aqui" role, and a Business Analyst for the "Segmento Trader". Every post describes XP Inc. as owner of "XP, Rico, Clear, XP Educação, InfoMoney" with "mais de 4,6 milhões de clientes ativos" and "R$ 1,1 trilhão de ativos sob custódia".Source

For each event or trip, compare net inflow and client activity of invited advisors and clients before and after against a matched group; keep the formats that lift inflow.

Measured ROI protects good events from budget cuts and ends weak ones.

• Selection bias

  Compare with similar advisors not invited.

• HiringAnalista Pleno de Experiência de Marca (Live Marketing, posted October 19, 2026): plans events "que fortaleçam o relacionamento com assessores e clientes", runs "viagens de incentivo para assessores e clientes" and tracks "métricas de sucesso e resultados dos eventos (ROI, NPS e outras)".Source
• News coverageSecond quarter 2026 results: 4.772 million active clients at quarter-end, against 4.790 million in Q1 and 4.720 million a year earlier; client assets R$1.535 trillion (+12% year on year); R$28 billion of net inflow; about 18,400 advisors; net revenue +9% to R$4.88 billion; retirement plan client assets +18% to R$101 billion; insurance revenue +23%; corporate revenue more than doubled to R$606 million.Source
• HiringCoordenador(a) de Parcerias Estratégicas | Live Marketing (posted October 20, 2026): "desenvolver novas oportunidades de receita, estruturar modelos de monetização" and lead "a captação de patrocínios para eventos, propriedades e iniciativas proprietárias da marca", structuring "cotas de patrocínio" and tracking "retorno sobre investimento".Source

Build a map of independent offices and teams by city, size and growth from public registries and LinkedIn, score them, and run a structured approach with a tailored proposal per tier.

Focused targeting turns ad-hoc prospecting into a pipeline that can be measured.

• Partner conflicts

  Avoid approaching advisors of existing partner offices.

• HiringExpansion hiring (posted September 23, 2026): Analista de Expansão Comercial B2B grows "um dos principais canais de distribuição da XP" by finding and interviewing "escritórios de assessoria de investimentos" through "prospecção ativa via LinkedIn"; Analista de Expansão Comercial B2C recruits professionals for the "Alta Renda" advisory segment; a Gerente Estratégico de Negócios supports "expansão geográfica" of the largest partner offices.Source
• News coverageSecond quarter 2026 results: 4.772 million active clients at quarter-end, against 4.790 million in Q1 and 4.720 million a year earlier; client assets R$1.535 trillion (+12% year on year); R$28 billion of net inflow; about 18,400 advisors; net revenue +9% to R$4.88 billion; retirement plan client assets +18% to R$101 billion; insurance revenue +23%; corporate revenue more than doubled to R$606 million.Source

Let an advisor send a proposal that the client approves in one tap in the app; measure proposal-to-investment by advisor and product.

Fewer steps between advice and execution lift conversion and give advisors data on what works.

• Suitability rules

  Check suitability before approval.

• HiringAssociate Product Manager | Canal Assessor XP: builds the advisor channel's investment journeys, "simplificando processos operacionais e potencializando a conversão de investimentos" for "milhares de usuários".Source
• News coverageSecond quarter 2026 results: 4.772 million active clients at quarter-end, against 4.790 million in Q1 and 4.720 million a year earlier; client assets R$1.535 trillion (+12% year on year); R$28 billion of net inflow; about 18,400 advisors; net revenue +9% to R$4.88 billion; retirement plan client assets +18% to R$101 billion; insurance revenue +23%; corporate revenue more than doubled to R$606 million.Source

Trigger retirement and insurance offers at moments in the data: salary increases, new dependants, a first large investment, year-end tax planning.

Life-moment offers convert better than broadcast campaigns.

• Feels pushy

  Educational first message.

• News coverageSecond quarter 2026 results: 4.772 million active clients at quarter-end, against 4.790 million in Q1 and 4.720 million a year earlier; client assets R$1.535 trillion (+12% year on year); R$28 billion of net inflow; about 18,400 advisors; net revenue +9% to R$4.88 billion; retirement plan client assets +18% to R$101 billion; insurance revenue +23%; corporate revenue more than doubled to R$606 million.Source
• HiringCoordenador(a) de Growth (São Paulo, posted October 20, 2026): leads "Growth, Ativação e Ciclo de Vida de Clientes PF", driving activation "desde a abertura da conta" to "a efetiva movimentação financeira", onboarding, CRM engagement over "e-mail, push, WhatsApp", "retenção e reconquista de clientes inativos", cross-sell and "gatilhos comportamentais e dados de utilização dos produtos".Source

Set response-time and resolution targets, write answers that explain the fix, and track the reputation score monthly.

A strong reputation score reassures new investors comparing brokers.

• Generic answers

  Personalise every response.

• HiringThe Greenhouse board lists 137 open roles (checked October 21, 2026), 32 first published more than a year ago, including a general "Banco de Talentos XP Inc." from December 2023; there are Officer Middle and Banker PME roles in about 15 Brazilian cities, an "Assistente de Atendimento Reclame Aqui" role, and a Business Analyst for the "Segmento Trader". Every post describes XP Inc. as owner of "XP, Rico, Clear, XP Educação, InfoMoney" with "mais de 4,6 milhões de clientes ativos" and "R$ 1,1 trilhão de ativos sob custódia".Source
• Competitor researchRivals' own homepages: BTG Pactual, "Abra sua conta no Maior Banco de Investimentos da América Latina"; Nubank, "sua vida financeira sem complicações, asteriscos ou letras miúdas"; Inter, a "Super App" with "zero-commission stock & ETF investing".See the research Source

Give each city a local plan: a business breakfast with the regional advisor office, a list of target companies, and a city page with the officer and products.

Local presence wins mid-market companies that value relationships.

• Overlap with advisor offices

  Agree roles with partner offices.

• HiringThe Greenhouse board lists 137 open roles (checked October 21, 2026), 32 first published more than a year ago, including a general "Banco de Talentos XP Inc." from December 2023; there are Officer Middle and Banker PME roles in about 15 Brazilian cities, an "Assistente de Atendimento Reclame Aqui" role, and a Business Analyst for the "Segmento Trader". Every post describes XP Inc. as owner of "XP, Rico, Clear, XP Educação, InfoMoney" with "mais de 4,6 milhões de clientes ativos" and "R$ 1,1 trilhão de ativos sob custódia".Source
• News coverageSecond quarter 2026 results: 4.772 million active clients at quarter-end, against 4.790 million in Q1 and 4.720 million a year earlier; client assets R$1.535 trillion (+12% year on year); R$28 billion of net inflow; about 18,400 advisors; net revenue +9% to R$4.88 billion; retirement plan client assets +18% to R$101 billion; insurance revenue +23%; corporate revenue more than doubled to R$606 million.Source

Build one online path: a short assessment, the CPA course, practice cases, and matching to XP or partner offices with openings in the candidate's city.

A scalable path turns advisor recruiting from posts into a product and grows the channel that drives net inflow.

• Office quality

  Match only to offices meeting standards.

• HiringXP Future advisor-trainee posts: 23 open "Assessoria de Investimentos: XP Future" and "Início de Carreira" posts in cities from Manaus to Porto Alegre, 17 of them first published more than a year ago (the oldest in November 2024). The post offers "Suporte completo para obtenção da certificação CPA" with a free course, and warns: "Essa vaga é um pool de talentos, então pode ser que o retorno demore um pouco a mais". Posts link candidates to xpinc.com/seja-um-assessor/. Checked October 21, 2026.Source
• HiringExpansion hiring (posted September 23, 2026): Analista de Expansão Comercial B2B grows "um dos principais canais de distribuição da XP" by finding and interviewing "escritórios de assessoria de investimentos" through "prospecção ativa via LinkedIn"; Analista de Expansão Comercial B2C recruits professionals for the "Alta Renda" advisory segment; a Gerente Estratégico de Negócios supports "expansão geográfica" of the largest partner offices.Source
• News coverageSecond quarter 2026 results: 4.772 million active clients at quarter-end, against 4.790 million in Q1 and 4.720 million a year earlier; client assets R$1.535 trillion (+12% year on year); R$28 billion of net inflow; about 18,400 advisors; net revenue +9% to R$4.88 billion; retirement plan client assets +18% to R$101 billion; insurance revenue +23%; corporate revenue more than doubled to R$606 million.Source

Add context-aware offers to articles (a fixed-income article offers a first fixed-income investment), track readers to account opening and activation, and measure by topic.

Owned media audiences convert at low cost when the offer matches the article.

• Editorial independence

  Clear labels and separation from journalism.

• HiringThe Greenhouse board lists 137 open roles (checked October 21, 2026), 32 first published more than a year ago, including a general "Banco de Talentos XP Inc." from December 2023; there are Officer Middle and Banker PME roles in about 15 Brazilian cities, an "Assistente de Atendimento Reclame Aqui" role, and a Business Analyst for the "Segmento Trader". Every post describes XP Inc. as owner of "XP, Rico, Clear, XP Educação, InfoMoney" with "mais de 4,6 milhões de clientes ativos" and "R$ 1,1 trilhão de ativos sob custódia".Source
• HiringCoordenador(a) de Growth (São Paulo, posted October 20, 2026): leads "Growth, Ativação e Ciclo de Vida de Clientes PF", driving activation "desde a abertura da conta" to "a efetiva movimentação financeira", onboarding, CRM engagement over "e-mail, push, WhatsApp", "retenção e reconquista de clientes inativos", cross-sell and "gatilhos comportamentais e dados de utilização dos produtos".Source
• News coverageExpert XP 2026 ran July 23 to 25 at São Paulo Expo; the previous edition drew "50 mil participantes", "230 patrocinadores" and "350 palestrantes" over more than 120 hours of content.Source

Identify Clear clients whose balances grow past a threshold, and offer an advisor review and XP products, keeping their trading tools.

Moving growing traders to advised accounts keeps them in the group instead of losing them to private banks.

• Traders dislike advice

  Make it optional and keep their tools.

• HiringThe Greenhouse board lists 137 open roles (checked October 21, 2026), 32 first published more than a year ago, including a general "Banco de Talentos XP Inc." from December 2023; there are Officer Middle and Banker PME roles in about 15 Brazilian cities, an "Assistente de Atendimento Reclame Aqui" role, and a Business Analyst for the "Segmento Trader". Every post describes XP Inc. as owner of "XP, Rico, Clear, XP Educação, InfoMoney" with "mais de 4,6 milhões de clientes ativos" and "R$ 1,1 trilhão de ativos sob custódia".Source
• News coverageSecond quarter 2026 results: 4.772 million active clients at quarter-end, against 4.790 million in Q1 and 4.720 million a year earlier; client assets R$1.535 trillion (+12% year on year); R$28 billion of net inflow; about 18,400 advisors; net revenue +9% to R$4.88 billion; retirement plan client assets +18% to R$101 billion; insurance revenue +23%; corporate revenue more than doubled to R$606 million.Source
• Competitor researchRivals' own homepages: BTG Pactual, "Abra sua conta no Maior Banco de Investimentos da América Latina"; Nubank, "sua vida financeira sem complicações, asteriscos ou letras miúdas"; Inter, a "Super App" with "zero-commission stock & ETF investing".See the research Source

Publish short videos with advisors from different cities and backgrounds, linking to the XP Future posts for that city.

Real stories persuade commercial people from other industries more than job posts.

• Compliance

  Review every video.

• Social channelsThe corporate YouTube channel @xpinc has about 14,300 subscribers, 10 videos and about 13,400 total views; the job posts point candidates to Instagram, LinkedIn and Glassdoor for "nosso dia a dia".Source
• HiringXP Future advisor-trainee posts: 23 open "Assessoria de Investimentos: XP Future" and "Início de Carreira" posts in cities from Manaus to Porto Alegre, 17 of them first published more than a year ago (the oldest in November 2024). The post offers "Suporte completo para obtenção da certificação CPA" with a free course, and warns: "Essa vaga é um pool de talentos, então pode ser que o retorno demore um pouco a mais". Posts link candidates to xpinc.com/seja-um-assessor/. Checked October 21, 2026.Source

Add an "XP Future" stand and talk, with the CPA course offer and city openings; follow up within a week.

Event attendees already show interest in markets.

• Distracts from sponsors

  Keep it in a careers area.

• News coverageExpert XP 2026 ran July 23 to 25 at São Paulo Expo; the previous edition drew "50 mil participantes", "230 patrocinadores" and "350 palestrantes" over more than 120 hours of content.Source
• HiringXP Future advisor-trainee posts: 23 open "Assessoria de Investimentos: XP Future" and "Início de Carreira" posts in cities from Manaus to Porto Alegre, 17 of them first published more than a year ago (the oldest in November 2024). The post offers "Suporte completo para obtenção da certificação CPA" with a free course, and warns: "Essa vaga é um pool de talentos, então pode ser que o retorno demore um pouco a mais". Posts link candidates to xpinc.com/seja-um-assessor/. Checked October 21, 2026.Source
• HiringAnalista Pleno de Experiência de Marca (Live Marketing, posted October 19, 2026): plans events "que fortaleçam o relacionamento com assessores e clientes", runs "viagens de incentivo para assessores e clientes" and tracks "métricas de sucesso e resultados dos eventos (ROI, NPS e outras)".Source