VP, Global Strategic Accounts - Financial Services
Intapp
VP, Global Strategic Accounts – Financial Services Intapp is launching a new strategic accounts organization (Majors) focused on deepening and expanding our relationships with the world's leading Private Capital and Investment Banking firms. We are looking for a senior enterprise sales leader to help shape and lead this next phase of growth. This is a rare opportunity to help define the strategy, operating model, and team that will support Intapp's largest and highest-priority clients. You'll lead and develop a team of accomplished Client Development Directors while personally engaging in our most strategic relationships and growth opportunities. We're looking for a leader who has owned some of their company's largest global client relationships. Someone who knows how to build trusted relationships with senior executives, develop a point of view on where technology can create meaningful business value, orchestrate their organization around the client, influence the client's technology and business strategy, and materially grow those relationships. You’ll be building on a strong foundation. Intapp has established deep credibility and trusted relationships across Private Capital and Investment Banking. The opportunity is to extend that position as we expand our platform and bring differentiated AI capabilities to the market. What you will do: Help shape Intapp's strategic accounts strategy, operating model, and growth playbook for our largest Private Capital and Investment Banking clients. Own the commercial strategy and growth trajectory for a portfolio of Intapp's most important enterprise relationships. Lead, coach, and develop a team of senior Client Development Directors responsible for expanding these relationships. Build multi-year account strategies that connect Intapp's platform to each client's business priorities, transformation agenda, and desired outcomes. Develop trusted relationships with Managing Partners, CEOs, CIOs, CFOs, COOs, Chief AI Officers, and other senior executives, bringing a strong point of view and influencing strategic decisions. Identify and create significant expansion opportunities by uncovering white space, new use cases, competitive opportunities, and broader platform adoption. Personally lead Intapp's most complex, high-value expansion opportunities and executive negotiations. Orchestrate Sales, Client Success, Product, Solutions Consulting, Professional Services, and Intapp leadership around a unified strategy for each major client. Connect Intapp's broader platform—including DealCloud, Risk & Compliance, and Celeste—to client priorities and measurable business value. What you will need: Significant experience leading enterprise software sales, global accounts, or strategic client relationships, with a track record of materially growing large and complex accounts. Deep experience within Private Capital, Investment Banking, or adjacent financial-services markets. Proven success building executive relationships and influencing technology and business strategy within sophisticated global organizations. Experience leading and developing senior enterprise sellers responsible for complex, high-value client relationships. Boardroom-level executive presence, commercial judgment, and the ability to persuade, challenge, and build credibility with senior decision-makers. Demonstrated ability to create and execute strategic account plans that produce meaningful expansion and revenue growth. A builder's mindset—you are energized by the opportunity to help shape the strategy, team, playbook, and operating model for a growing strategic accounts organization around the globe. A player-coach mentality with the willingness to personally engage in the relationships and opportunities that matter most. 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. #LI-AC1 Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included. 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 Intapp builds AI software to power the world’s top investment, legal, and consulting firms. Our clients face unique challenges: they must track and manage complex client relationships, navigate strict regulatory requirements, and manage sensitive deal information. We develop software specifically for these needs, helping firms find and win business, onboard clients safely and manage risk, deliver exceptional work, and capture full value. Today, more than 2,700 firms worldwide rely on Intapp, including 95 of the Am Law 100, 16 of the top 20 accounting firms, and more than 1,700 private capital, investment banking, and real assets firms. Intapp has helped firms achieve measurable impact — from 25% more pitch opportunities to 55% faster client onboarding — turning intelligence into competitive advantage. Founded in 2000 and headquartered in Palo Alto, California, Intapp completed a successful IPO on June 30, 2021 (NASDAQ: INTA). Alongside a global ecosystem of partners, Intapp accelerates innovation and integration, ensuring our clients are always at the forefront of transformation. #J-18808-Ljbffr Intapp
- ...Vice President, Global Strategic Accounts About the Company Well-regarded investment management company Industry Financial Services Type Public Company Founded 1986 Employees... ...Role The Company is seeking a VP, Global Strategic Accounts, Senior...AccountsContract workHome office
- ...Senior Vice President, Global Business Development, Strategic Accounts About the Company Accomplished international provider of financial research services Industry Financial Services Type Privately Held, Private Equity-backed Founded 1984 Employees...Accounts
$150k - $215k
...this job The Vice President, Global Consumer Financials is a senior player-coach role accountable for driving commercial... ...for the Consumer Financial Services portfolio globally. This role... ...scalable. The VP will personally lead strategic sales motions with priority...AccountsRemote workFlexible hours- Morningstar DBRS is seeking a Senior Vice President to lead its Strategic Accounts team in New York. The role focuses on managing and expanding relationships with a portfolio of institutional clients, including private equity firms and asset managers, and driving opportunities...Accounts
- ...and a member of myGwork – the largest global platform for the LGBTQ+ business... ...a Senior Vice President to join its Strategic Accounts team within Global Business Development... ...capital markets, or a related area within financial services. ~ Strong understanding of debt...AccountsFull timeTemporary workWork at officeFlexible hours
$204k - $270k
...audiences around the world. As the global leader in drone entertainment... ...a rare kind of operator — a VP, Global Brand Partnerships to... ...lead and close our most strategic, high-impact partnerships with... ...and executive team on marquee accounts and high-stakes negotiations...AccountsLong term contractFull timeSeasonal workFlexible hours- ...relationships across HSBC’s global network? Why HSBC HSBC... ...of the largest banking and financial services organizations in the world.... ...structuring, creating sharp strategic pitches and proposals, and bringing... ...analysis and produce account remarks and documentation...Accounts
- ...asset and wealth managers globally. Make a direct impact... ...guiding tactical and strategic business initiatives.... ...on products and services, interprets laws and regulations... ...for a first-in-class financial institution doing... ...funds, separately managed account mandates, funds-of-one...Accounts
$200k - $225k
...Overview Vice President (VP) Corporate Banker - Financial Institutions (FIG) Global Network Banking (North... ..., and growth of strategic initiatives for major Foreign... ...Derivatives), and Securities Services—while efficiently... ...execute coverage strategies, account planning, calling...AccountsFull timeLocal areaShift work$110k - $190k
...Morgan Stanley is a global financial services leader with three core businesses: Wealth Management,... ...continue to execute on a set of multi-year strategic priorities that are aligned with the... ...deposit products including brokerage account sweep deposits via the Bank Deposit...AccountsFull timeTemporary work$163.6k - $245.4k
...CitiServices provides global solutions that help corporations, financial institutions, public sector... ...- Liquidity Management Services, Payments, Trade &... ...division — one of the most strategically significant portfolios... ...manage transactions, accounts, and portfolios. This is...AccountsFull timeWorldwide- .... We work with the largest global brands like Delta Airlines,... ...Role: The Principal Account Manager, Strategic Accounts is a highly influential... ...: Ownership over the financial health, expansion, and long... ...organizations (e.g., Financial Services, Airlines, etc.) to achieve...AccountsFull timeContract work
$150k - $300k
...Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking,... ...services, corporate action management, and accounting and portfolio analytics. The Prime... ...Negotiations team serves as a strategic bridge between Goldman Sachs and its...Full timeTemporary workPart timeWorldwide- PIMCO is seeking a 2027 Summer Internship candidate for Global Wealth Management, Strategic Accounts Analyst, in New York or Newport Beach. You will support research on market trends, use analytics to service clients, and collaborate with product strategy and sales teams...AccountsFull timeInternshipSummer internship
- Avalere Health in New York is seeking a VP, Account Director to successfully lead key client accounts at a global pharma agency by providing sound, innovative, and strategic leadership. This role will establish and maintain senior-level client relationships and oversee...Accounts
- Highwire, a strategic marketing communications agency, seeks a Vice President, Public Relations (Business of Health) in New York. You will lead a portfolio of health-focused accounts, shape strategy, and drive growth by delivering high-impact campaigns for healthcare clients...Accounts
- ...Description EVERSANA INTOUCH® is a global, full-service marketing agency network serving the... ...Job Description WHAT DOES A VP, STRATEGIC PLANNING DO? A VP, Strategic Planner... ...invaluable partner to Creative Leaders, Group Account Directors and key subject matter...AccountsLive inLocal area
$212.7k - $374.4k
...the future of Salesforce.The Financial Services Program Executive (PE) is a... ...contributor (IC) within the Delivery Account Management (DAM) function of... ...workstream transformations, strategic accounts, and enterprise... ...effectively across global time zones and geographies.Outstanding...AccountsFull time- Goldman Sachs Asset Management (GSAM) seeks a Vice President in Strategic Client Services (SCS) to lead onboarding and lifecycle events for... ...class client service and coordinated execution for separate accounts and advisory mandates. Based in New York, you will build relationships...Accounts
$170k - $225k
...Shandwick is more than a leading global PR agency - we’re an... ...a deep commitment to client service and to our people. We embrace... ...brands and reputations. SVP, Strategic Planning Weber Shandwick is looking... ..., corporate, and health accounts. About you You’re an expert...AccountsWork at office3 days per week$250k - $275k
...SVP of Sales (Official Title: SVP of Strategic Financial Services) Fully Remote (U.S.-based) Full benefits package About the Company This global leader in identity verification and fraud... ...growth across top-tier financial accounts. What You’ll Be Doing Own and drive new...AccountsFull timeRemote workFlexible hours$145k - $180k
Vice President, Client Services - OHMC At Omnicom... ...a story to tell. As a global leader in publications... ...Communications Job Function Account Management and Growth... ...weekly client calls, strategic and tactical planning... ...execution of deliverables, financial forecasting to align...AccountsWork at officeLocal area3 days per week$175k - $200k
...assets under management include global investment strategies focused... ...a Vice President to join the Strategic Partnerships Group, with a... ...including Sales, Product, Investor Services, Marketing, and investment... ...as a senior-level key account manager with private banks or...AccountsFull timeLocal areaHome office- ...identifying and negotiating strategic partnerships at Chase... ...customers in a rapidly changing financial services ecosystem. As a Corporate... ...such as banking, fintech, accounting, or payments Consulting,... ...talents they bring to our global workforce are directly linked...
- ...Relations to lead a sizeable portion of the health and wellness business, including development of strategic PR plans, providing strategic counsel to clients, and managing accounts to ensure agency profitability. As a senior leader, you will guide account teams, oversee...Accounts
$115k - $205k
...Morgan Stanley is a leading global financial services firm providing a wide range of investment banking... ...will be at the forefront of driving strategic initiatives and fostering innovation... ..., with strong professional accountability Qualifications: Undergraduate...Full timeTemporary workWork experience placementWork at officeWorldwide- Global Accounts Receivable Manager Idera, Inc. delivers B2B software productivity tools that... ...of the world's largest healthcare, financial services, retail, and technology companies. Come... ...growth and profitability through strategic, financial and operational leadership...AccountsContract workWorldwideShift work
$236.25k - $290k
...mental health. Spring Health is a global mental health company on a... ...Health is actively seeking a VP, Privacy Officer to join our team... ...Protection Officer, providing strategic leadership and vision for the... ...access to One Medical accounts HSA and FSA plans are also available...AccountsFull timeContract workLocal areaRemote workWorldwideSleeping nights- ...Vice President, Global Communications About the Company... ...& Professional Services Security Compliance... ...Risk Firms Finance Financial Services... ...legal compliance. The VP will be expected to build... ...organizations, develop strategic partnerships, and represent...
- ...Vice President, Global Business Management, Prime... ...Banking & Mortgages Financial Services Consulting & Professional... ...Company is seeking a VP, Global Business... ...consolidate desk needs into a strategic view, act as a main... ...degree in business, accounting, finance, mathematics,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP, Global Strategic Accounts - Financial Services. Be the first to apply!
- vice president program management New York, NY
- senior vice president human resources New York, NY
- vice president sales New York, NY
- vice president innovation New York, NY
- vice president logistics New York, NY
- vp product management New York, NY
- vice president global communications New York, NY
- vice president strategic initiatives New York, NY
- vice president information technology New York, NY
- vice president of revenue cycle New York, NY




