The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty
Jobs in United States
Sales Partners And Agency Director in United States
2,948 active opportunities · Updated October 2026
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Explore current sales partners and agency director jobs across United States. Filter by work mode, employment type, experience, department, date posted and distance.
A World-Changing Company Palantir builds the world’s leading software for data-driven decisions and operations. By bringing the right data to the people who need it, our platforms empower our partners to develop lifesaving drugs, forecast supply chain disruptions, locate missing children, and more. The Role Palantir’s in-house legal team works to proactively address legal issues so that Palantir can continue to drive positive impact in the world. We are deeply embedded in Palantir’s mission and culture, take time to connect with folks across the global Palantir community, and are viewed across the company as key to Palantir’s success. Legal Operations is the organizational backbone of the legal team at Palantir and our Deal Administrators directly support all aspects of revenue generation at the company. Our Deal Operations Administrators have a strong understanding of Palantir’s growth strategy, and are eager to implement and operationalize that strategy in our contracting processes. Our Deal Operations Administrators have a passion for helping others, making them an invaluable resource to our customer deal pipeline. As a Deal Operations Administrator, you will be handling a wide variety of responsibilities throughout the customer contracting lifecycle. You will support Palantir’s lawyers and contracting specialists, in collaboration with our sales team and executives, to facilitate the growth of our business by managing all aspects of contract administration. As part of the Deal Operations team, you will become an expert in your specific customer vertical, take ownership for specialized scaling projects and critical initiatives as it relates to each business unit. Throughout your work, you will take initiative, operate with resourcefulness, and execute quickly and effectively the processes that drive revenue at Palantir. You’ll leverage your excellent communication skills, and exercise tact and diplomacy in helping to manage relationships with teams acros
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty
$125K – $175K/yr
Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. This role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the role is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered ad
About the team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Marketing team helps deeply understand customer audiences and market dynamics, influence the development of the right products, build sustainable and customer-aligned monetization models, and drive awareness, adoption, and usage across OpenAI’s products and platform. We take a data-driven approach to understand markets, develop monetization strategies, and uncover customer needs that shape product strategy and messaging. We partner closely with Sales, Partnerships, Product, Engineering, Research, Comms, and Design to deliver a cohesive end-to-end customer experience and lead go-to-market efforts for new product launches across channels. About the role We’re looking for a Product Marketing Manager, Advertising to help bring together advertiser insights, market understanding, and product knowledge to inform positioning, support product priorities, and execute go-to-market initiatives that drive adoption and measurable business impact. You’ll work closely with Product, Engineering, Sales, and Partnerships to understand advertiser needs, translate complex AI capabilities into clear customer value, and bring new products and features to market. This role is ideal for someone who combines strong analytical thinking with hands-on execution, can independently drive clearly scoped workstreams, and is eager to grow their strategic ownership in a fast-moving environment. In this role, you will: Contribute to the product and marketing strategy for a defined area of OpenAI’s advertising business in partnership with senior product marketers and cross-functional partners. Build an understanding of advertisers through customer research, market analysis, and competitive insights, identifying opportunities to improve positioning, adoption, and the customer experience. Develop and maintain positioning and messaging for assigned products or fe
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty
From $125K/yr
Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. The ASM role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the ASM is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered a
About the team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Marketing team helps deeply understand customer audiences and market dynamics, influence the development of the right products, build sustainable and customer-aligned monetization models, and drive awareness, adoption, and usage across OpenAI’s products and platform. We take a data-driven approach to understand markets, develop monetization strategies, and uncover customer needs that shape product strategy and messaging. We partner closely with Sales, Partnerships, Product, Engineering, Research, Comms, and Design to deliver a cohesive end-to-end customer experience and lead go-to-market efforts for new product launches across channels. About the role We’re looking for a Product Marketing Manager, Advertising to bring together advertiser insights, market understanding, and product knowledge to shape positioning, inform product priorities, and deliver go-to-market initiatives that drive adoption and measurable business impact. You’ll work closely with Product, Engineering, Sales, and Partnerships to understand advertiser needs, translate complex AI capabilities into clear customer value, and bring new products and features to market. This role is ideal for someone who combines strategic thinking with hands-on execution, independently navigates ambiguity, and brings cross-functional partners together to deliver results. In this role you will: Define the product and marketing strategy for a component of OpenAI’s advertising business in partnership with cross-functional partners Develop a deep understanding of advertisers through customer research, market analysis, and competitive insights, identifying opportunities to improve positioning, adoption, and product-market fit. Own positioning and messaging for your product area, translating complex capabilities into compelling narratives for different advertiser audiences and use c
About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Marketing team helps deeply understand customer audiences and market dynamics, influence the development of the right products, build sustainable and customer-aligned monetization models, and drive awareness, adoption, and usage across OpenAI’s products and platform. We take a data-driven approach to understand markets, develop monetization strategies, and uncover customer needs that shape product strategy and messaging. We partner closely with Sales, Partnerships, Product, Engineering, Research, Comms, and Design to deliver a cohesive end-to-end customer experience and lead go-to-market efforts for new product launches across channels. About the Role We’re looking for a Marketing Scientist to join OpenAI’s Ads Marketing Science function. Reporting to Marketing Science leadership, you’ll be a senior individual contributor who combines rigorous measurement expertise with strong client judgment and hands-on execution. Your mission is to help OpenAI Ads prove and improve advertisers’ media performance. You’ll work with sales, partners, and clients supporting all forms of measurement including verification, attribution, incrementality, brand, marketing mix modeling (MMM), and scalable advertiser reporting, connecting sound methodology to decisions advertisers can act on. You will partner closely with Sales on key advertising accounts and with Product, Engineering, Data Science, Partnerships, Legal, and Privacy. Initial priorities include advancing incrementality measurement, helping onboard measurement partners to privacy-forward measurement workflows and integrations, and creating reusable programs, tools, agents, skills, and workflows that let sales and clients access high-quality Marketing Science support at scale. This role is based in either San Francisco or New York, and follows a hybrid schedule (Monday-Wednesday). In th
About the Team We are a small and fast-moving partnerships team that shapes and executes OpenAI’s most important collaborations. Your mission is to define and lead the strategy, roadmap, operating model, and growth of OpenAI’s B2B marketplace. You will build the scalable foundation through which customers discover, evaluate, adopt, and manage trusted third-party solutions built on and with OpenAI’s models. About the Role You are a senior marketplace and ecosystem leader with strong judgment, high ownership, and a track record of building scaled B2B platforms. You are comfortable moving between product design, commercial strategy, ecosystem development, and operations, and you can create clarity where there is no playbook. You bring the credibility to align senior internal and external stakeholders while moving quickly and executing at a high bar. Key Responsibilities Define the vision, strategy, roadmap, and success metrics for OpenAI’s marketplace. Own marketplace business performance across partner supply, customer demand, adoption, transaction volume, partner success, solution quality, and customer trust. Partner closely with product and engineering to shape discovery, listing, evaluation, procurement, billing, deployment, identity, governance, security, and measurement capabilities. Build a high-quality ecosystem of ISVs, developers, service providers, and other third-party solution partners. Design marketplace commercial models, policies, incentives, and partner economics with finance, legal, security, policy, and operations. Create scalable go-to-market motions across sales, co-sell, private offers, marketing, and customer success. Establish standards for solution quality, safety, compliance, performance, and lifecycle management. Build and lead the marketplace team and operating cadence, aligning cross-functional owners against clear priorities and outcomes. Qualifications 15+ years of experience in marketplaces, platforms, ecosystems, product, partnerships,
About the team OpenAI's mission is to ensure that artificial general intelligence benefits all of humanity. In support of that mission, the ChatGPT Ads team is building advertising products that help businesses reach customers in useful, trusted, and responsible ways. The Ads Strategy, Planning, and Operations team is responsible for building the operating foundation for OpenAI's advertising business: GTM systems, segmentation, coverage, planning, forecasting, business rhythms, sales programs, incentives, and scalable execution across advertisers, agencies, partners, resellers, and internal teams. This team sits at the intersection of Sales, Product, Engineering, Finance, Legal, Policy, Marketing, Partnerships, and Customer Success. About the role We’re looking for a Sales Strategy & Operations Lead to help build the GTM operating system for ChatGPT Ads. This person will work across sales strategy, planning, systems, segmentation, forecasting, operating rhythm, sales programs, and commercial execution to help the Ads business scale with clarity, speed, and control. This role is for someone who can move between strategy and execution: able to define operating models, build analytical frameworks, run cross-functional planning processes, improve GTM systems and data quality, and program manage high-priority sales initiatives. The ideal candidate has meaningful experience in digital advertising, media, adtech, marketplace, or platform businesses and understands the complexity of scaling sales motions across direct sales, agencies, partners, resellers, outsourced channels, and self-serve. In this role, you’ll: Help build the operating foundation for ChatGPT Ads across GTM systems, segmentation, coverage, forecasting, sales planning, and business reviews. Partner with Sales, Ads Ops, Product, Engineering, Strategic Finance, Legal, Policy, Marketing, Partnerships, Customer Success, and Data teams to translate strategy into execution. Develop objective frameworks for ac
About the Team OpenAI’s GTM Partnerships team builds a strategic, global partner ecosystem designed to accelerate customer success, enable enterprise AI adoption, and drive durable growth in support of OpenAI’s mission. We work closely across Product, Research, Sales, Legal, Communications, and regional leadership to ensure a cohesive strategy and disciplined execution with our most strategic partners. About the Role We are hiring a Partner Director, Global McKinsey Alliance to lead and scale OpenAI’s relationship with McKinsey & Company. This role will serve as the single accountable executive owner of the alliance globally. You will define the partnership strategy and operating model, translating executive alignment into scaled commercial and transformation outcomes across regions and industries. You will work closely with McKinsey’s global leadership, industry and functional practices, and technology organizations—including QuantumBlack, AI by McKinsey—to develop differentiated enterprise AI offerings, pursue complex transformation opportunities, and help customers move from strategy to production deployment and measurable value. The role carries responsibility for the health, performance, and long-term expansion of the partnership. Success requires senior executive presence, sound judgment, commercial discipline, technical fluency, and the ability to operate effectively across a complex, partner-led organization. In this role, you will: Own the global McKinsey relationship, including alliance strategy, pipeline growth, enterprise impact, deployment scale, and long-term expansion across priority industries. Define and run the partnership’s operating model across executive governance, joint planning, regional execution, opportunity management, resource allocation, and escalation. Serve as OpenAI’s senior executive counterpart to McKinsey’s global leadership and relevant industry, functional, technology, and regional leaders. Develop a differentiated alliance s
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