Industry Marketing Director, Financial Services at Intapp · Charlotte

Industry Marketing Director, Financial Services Location: Charlotte, NC IndustryMarketing Director, Financial Services Position Overview We are looking for a dynamic leader to drive theGTMpositioning, messaging,andthought leadershipthat will growIntapp'sFinancial 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 ServicesIndustry Marketing, you will develop compelling and prescriptive thought leadership,createindustry GTM content/sales collateral, and provide strategic deal support forIntapp’slargest client opportunities.Youwillpartner with a diverse ecosystem—Industry Principals, Solution Product Marketers, Sales, Field Marketing, and Demand Generation—to buildIntapp'sFS value propositionand drive a coordinated go-to-market strategy.Youwill position the company asthe trusted voice on the transformationof private capital markets and the broader financial services industryand a strategic partner forfirms navigatingAI 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 relationshipsto help advisefirm leaders on how to achieve success in their strategic transformation programs.This is aDirector-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. Whatyou willdo: Develop bold,differentiated industry thought leadership: Ownthe annual messaging architecturefor the financial services verticals—private capital markets, investment banking and advisory, and real assets—defining the strategic themes that connect industry challenges toIntapp'sdifferentiated value and drive one coordinated story across all channels. Create and deliver differentiated thought leadership,backed by proprietary dataor research,that positionsIntappas the industry benchmark and defines what "great" lookslike for a modern, AI-enabledprivate capital, investment banking, or real assets firm.Partner with cross-functionalSME’ssuch as Industry Principals, GrowthDirectors, andPractice Group Leaders to develop content. CreateCXO perspectives on trends shapingprivate capital markets, investment banking, and real assets.Examples couldinclude:AI transformationin 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 opportunitiesfor you andIntappsenior SMEsat marqueeindustry eventsto establishIntapp'sthought leadership position. Partner withPRteam to amplifyIntapp'svoiceacross private capital, investment banking, and real assets, building relationships with analysts, media, and industry influencers tovalidateour differentiation and elevate marketperception. Partner with demand gen/ growth marketing to activate industry ABM campaigns to drive customer engagement and sales growth Lead the Financial Services GTMpositioning 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 createunified 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, translatingplatform capabilities into vertical-specific value propositionsfor private capital markets, investment banking and advisory, and real assets. Supportcompetitive 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, analystperception, 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 andadvancesdeals. Joinexecutive briefings and presentations, bringing industryexpertiseand thought leadership credibility to high-stakes client engagements. Collaborate with Sales on strategic account planning,identifyingopportunities toleverageindustry insights and content to deepen client relationships and drive cross-sell. What you will need: Your success is measured bydriving growth inIntapp'sFinancial 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 positioningIntappas 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 inhigh-growth enterprise SaaS and AI environments, includingexpertisein portfolio messaging or vertical marketing strategies Knowledge ofareas such as deal originationand 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. Demonstratedtrack recorddeveloping high-profile thought leadership that builds market credibility and drives business results—ideallyincluding 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 withabilityto lead through influence and orchestrate cross-functional teams in a matrixed environment. Willingness totravelup to 25% for client meetings, executive briefings, and industry events. Bachelor's degreerequired;MBA, JD, or advanced degree preferred. What you will gain: AtIntapp,you'llget the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients.You'llbe 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'llcollaborate 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. Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers. Additional Locations: Palo Alto, CA, US NY New York