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.

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…