Brian1175 Greenstein
Jericho
Summary
Dynamic financial services executive with over 30 years at BNY Mellon | Pershing. Recognized for expertise in client service strategy, advisor transitions, onboarding, and operational excellence for broker-dealers and RIAs. Skilled at aligning client needs with business strategy, leading large teams, and driving process improvements that strengthen client relationships and enhance satisfaction. Proven record of managing multi-billion-dollar transitions, serving as a senior point of contact for complex service issues, and developing high-performing teams. FINRA Series 7, 24, and 63 licensed.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Enablement Strategist
BNY Mellon | Pershing
Jersey City
01.2025 - Current
- Enablement Lead for Sanctuary Wealth, ensuring successful adoption of components of the Wove advisory platform.
- Lead for TIAA transitions, managing account opening and investor experience initiatives, coordinating cross-functional teams, and ensuring timely delivery of solutions.
- Partner with executive leadership and stakeholders across Operations, Product, Technology, and Client Coverage to align client needs with Pershing’s commercial strategy.
- Utilize Trello, Jira, and Power BI to monitor performance, track client satisfaction, and identify opportunities for service improvement.
- Strengthen client relationships by tailoring onboarding strategies, making service delivery personalized and strategic rather than transactional.
Director, Client Enablement – Transitions & Activations
BNY Mellon | Pershing
Jersey City
01.2021 - 01.2024
- Jointly managed 60 client transitions in 2024, totaling 57,000+ accounts and $50B in assets, resolving complex service issues and ensuring seamless execution.
- Transition lead for Sanctuary Wealth and Ashton Thomas, overseeing multi-billion-dollar advisor transitions and platform adoption.
- Designed and expanded Pershing’s IBD onboarding support model, improving scalability and enhancing the client service delivery framework.
- Collaborated with senior executives and business development teams on strategic conversions, aligning client needs with Pershing’s broader commercial strategy.
- Anticipated client needs and proactively implemented service enhancements to drive satisfaction and retention.
- Earned 97% overall favorability in Manager Feedback surveys, highlighting strong leadership and client impact.
Senior Account Manager, Direct Brokerage Services
BNY Mellon | Pershing
Jersey City
01.1994 - 01.2021
- Senior point of contact for 120+ broker-dealers and RIAs, resolving complex issues and aligning client needs with Pershing’s solutions.
- Directed onboarding of Park Avenue Securities (2014), acting as primary liaison to executives and ensuring successful conversion.
- Developed an efficient entitlement management process, ensuring clients had proper systems access while reducing delays and errors.
- Created capacity plans to align staffing with client demand, optimizing service delivery.
- Participated in major client conversions (Park Avenue, Citi, Deutsche Bank Securities) as part of transition travel teams.
- Conducted training on NetX360 applications; recognized as highly proficient and a trusted resource by clients and peers.
- Represented Pershing at conferences and industry events, presenting product solutions and reinforcing the firm’s value proposition.
- Built and maintained strong relationships with executive leadership at broker-dealer and RIA clients, advising on growth strategies and positioning Pershing as a strategic partner.
Program Lead – Big Brothers Big Sisters Partnership
BNY Mellon | Pershing
Jersey City
- Expanded mentorship programs across multiple office locations.
- Organized recruiting events to grow participation and foster employee engagement.
- Advocate for mentorship as a driver of professional development and community impact.
Education
Bachelor of Arts - Business Management
Saint Peter’s University
Jersey City, NJSkills
- Client Service Strategy & Delivery
- Advisor Transitions & Onboarding
- Leadership & Staff Development
- Executive Relationship Management
- Strategic Planning & Execution
- Workflow Automation & Technology Integration
- Cross-Functional Collaboration
- Training & Change Management
Certification
- FINRA Series 7
- FINRA Series 24
- FINRA Series 63
- Securities Industry Institute (SII) — Executive education program, SIFMA in partnership with The Wharton School, University of Pennsylvania
Leadership And Community Engagement
Program Lead – Big Brothers Big Sisters Partnership (BNY Mellon | Pershing), Expanded mentorship programs across multiple office locations., Organized recruiting events to grow participation and foster employee engagement., Advocate for mentorship as a driver of professional development and community impact.
Timeline
Enablement Strategist
BNY Mellon | Pershing
01.2025 - Current
Director, Client Enablement – Transitions & Activations
BNY Mellon | Pershing
01.2021 - 01.2024
Senior Account Manager, Direct Brokerage Services
BNY Mellon | Pershing
01.1994 - 01.2021
Program Lead – Big Brothers Big Sisters Partnership
BNY Mellon | Pershing
Bachelor of Arts - Business Management
Saint Peter’s University
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