Industry Marketing Director, Financial Services

Industry Marketing Director, Financial Services 

Position Overview

We are looking for a dynamic leader to drive the GTM positioning, messaging, and thought leadership that will grow Intapp's Financial Services (FS) business—spanning private capital markets, investment banking and advisory, and real assets, with a primary focus on private capital markets. As Director of Financial Services Industry Marketing, you will develop compelling and prescriptive thought leadership, create industry GTM content/sales collateral, and provide strategic deal support for Intapp’s largest client opportunities.  You will partner with a diverse ecosystem—Industry Principals, Solution Product Marketers, Sales, Field Marketing, and Demand Generation—to build Intapp's FS value proposition and drive a coordinated go-to-market strategy. You will position the company as the trusted voice on the transformation of private capital markets and the broader financial services industry and a strategic partner for firms navigating AI adoption, deal origination and execution pressures, and the evolving business of private capital, investment banking, and real assets. 

This is a role for someone who enjoys building C-level relationships to help advise firm leaders on how to achieve success in their strategic transformation programs. This is a Director-level individual contributor role, ideal for an experienced product marketing leader who thrives on both strategy and execution.  Reporting to the VP of Portfolio & Industry Marketing, you will own both the industry narrative and the hands-on execution that turns thought leadership into pipeline and revenue growth. 

What you will do: 

Develop bold, differentiated industry thought leadership: 

• Own the annual messaging architecture for the financial services verticals—private capital markets, investment banking and advisory, and real assets—defining the strategic themes that connect industry challenges to Intapp's differentiated value and drive one coordinated story across all channels. 

• Create and deliver differentiated thought leadership, backed by proprietary data or research, that positions Intapp as the industry benchmark and defines what "great" looks like for a modern, AI-enabled private capital, investment banking, or real assets firm. Partner with cross-functional SME’s such as Industry Principals, Growth Directors, and Practice Group Leaders to develop content. 

• Create CXO perspectives on trends shaping private capital markets, investment banking, and real assets. Examples could include: AI transformation in deal sourcing and execution, fundraising and LP relationship intelligence, deal flow and pipeline management, regulatory and compliance complexity across SEC and global regimes, and the shift toward connected, data-driven firm operations. 

• Develop keynote content and secure speaking opportunities for you and Intapp senior SMEs at marquee industry events to establish Intapp's thought leadership position. 

• Partner with PR team to amplify Intapp's voice across private capital, investment banking, and real assets, building relationships with analysts, media, and industry influencers to validate our differentiation and elevate market perception. 

• Partner with demand gen/ growth marketing to activate industry ABM campaigns to drive customer engagement and sales growth  

Lead the Financial Services GTM positioning and execution to grow the business: 

• Build and maintain the financial services industry bill of materials—prioritizing private capital markets, with coverage of investment banking and advisory and real assets: competitive positioning, sales plays, executive pitch decks, library of use cases, vision demos, client proof points, and competitive positioning that drive pipeline and improve win rates. 

• Partner with Solution Product Marketers to create unified portfolio messaging for private capital, investment banking, and real assets buyers, ensuring a cohesive story rather than disconnected product narratives. 

• Orchestrate cross-functional execution: partner with Industry Principals to co-create authoritative content, Field & Event Marketing to execute industry moments, Demand Generation to activate ABM campaigns, and Sales Enablement to equip the field with best-in-class collateral and training. 

• Support GTM planning for product launches at the industry level, translating platform capabilities into vertical-specific value propositions for private capital markets, investment banking and advisory, and real assets. 

• Support competitive intelligence and win/loss analysis to inform positioning, GTM strategy, and product roadmap priorities. 

• Track performance using leading indicators (content consumption, event engagement), middle-funnel metrics (share of voice, analyst perception, target account engagement), and lagging indicators (pipeline influenced, win rate correlation, deal velocity). 

Engage directly in strategic deal pursuits (15-25% of time): 

• Support large, strategic deals by developing custom presentations, executive messaging, and competitive positioning that opens doors and advances deals. 

• Join executive briefings and presentations, bringing industry expertise and thought leadership credibility to high-stakes client engagements. 

• Collaborate with Sales on strategic account planning, identifying opportunities to leverage industry insights and content to deepen client relationships and drive cross-sell. 

What you will need: 

Your success is measured by driving growth in Intapp's Financial Services verticals—with primary focus on private capital markets, alongside investment banking and advisory and real assets—setting the vision for AI-powered transformation in the market and positioning Intapp as a key strategic partner in this process. 

• Ideal candidate has 10-15+ years of experience in management consulting, product or industry marketing, and/or financial services (e.g., private equity, private credit, venture capital, investment banking, real estate investing, or related fintech)  

• Has worked in high-growth enterprise SaaS and AI environments, including expertise in portfolio messaging or vertical marketing strategies 

• Knowledge of areas such as deal origination and execution, fundraising and investor relations, portfolio management, fund operations, AI/automation, or risk & compliance. 

• Knowledge of private capital, investment banking, and real assets firm business models, buyer personas (Managing Partners, CFOs, COOs, CIOs, Heads of IR, Heads of Deal Teams, CCOs), and the competitive landscape in financial services technology. 

• Demonstrated track record developing high-profile thought leadership that builds market credibility and drives business results—ideally including published perspectives, conference speaking, and visibility in industry channels. 

• Outstanding executive presence and presentation skills, with the ability to inspire and engage senior-level executives 

• Entrepreneurial approach to finding new growth levers for the business, with strong problem-solving skills and talent for conducting research, analyzing data, executive storytelling/messaging, developing hypotheses, and synthesizing recommendations. 

• Exceptional written communication, including interest in authoring thought-provoking points-of-view and conducting customer and market research. 

• Highly collaborative with ability to lead through influence and orchestrate cross-functional teams in a matrixed environment. 

• Willingness to travel up to 25% for client meetings, executive briefings, and industry events. 

• Bachelor's degree required; MBA, JD, or advanced degree preferred. 

What you will gain: 

At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork. 

Here, you will have the opportunity to: 

• Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career. 

• Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day. 

• Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about. 

Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.