[ about BNY ]BNY Mellon | Pershing is the leading provider of clearing, custody, and wealth management solutions within BNY Mellon, empowering financial institutions, advisory firms, and wealth managers to serve clients with scale, confidence, and precision.
Its mission is to deliver integrated technology, investment solutions, and operational expertise that strengthen the advisor–client relationship—bridging institutional-grade infrastructure with human insight to create enduring financial impact.
Through a collaborative and fiduciary-driven culture, Pershing unites clearing services, custody operations, investment solutions, and advisory technology into a single, client-centered ecosystem. This holistic platform enables firms to streamline operations, manage risk effectively, and scale their advisory capabilities with integrity and transparency.
With professionals across global financial hubs, the division leverages data-driven intelligence, operational resilience, and modern digital platforms to support advisors in achieving consistent performance and regulatory excellence.
BNY Mellon | Pershing’s commitment extends beyond operational efficiency—it’s about empowering trusted advisors to build confidence, stability, and long-term value for their clients and communities around the world.
[ My role ]BYN MELLON
Jersey City, New Jersey
Head, Product Transformation Office (GPTO)
At BNY Mellon | Pershing, I led the enterprise product transformation strategy—redefining how clearing, custody, and advisory technology platforms scale to serve broker-dealers, RIAs, and wealth management firms globally. My focus was to integrate innovation with institutional discipline—where platform modernization, data transparency, and operational trust converged to create smarter, more resilient advisor experiences.
As Head of Product Transformation, I was responsible for evolving Pershing’s product management model across clearing, custody, and digital wealth solutions—establishing global frameworks for delivery excellence, risk governance, and client-centric design. My mandate was to unify platform strategy and execution, transforming complex operational systems into cohesive, measurable, and client-aligned products.
In this role, I partnered across product, technology, and operations to drive enterprise initiatives that enhanced digital onboarding, portfolio management, data interoperability, and trade automation. The objective was clear: to evolve Pershing’s ecosystem into a connected, API-driven platform that empowers advisors to manage wealth with transparency, speed, and precision.
Working across business lines and regulatory regions, I aligned cross-functional teams around a single transformation vision—improving delivery agility, operational resilience, and data visibility across front-, middle-, and back-office systems. These efforts enabled BNY Mellon | Pershing to deliver with greater accountability, scalability, and measurable client impact.
This role redefined platform transformation as a continuous discipline—anchored in reliability, enabled by technology, and guided by Pershing’s enduring commitment to trust and institutional strength.
[ strategic outcomes ]Strategic Outcomes
Platform Modernization & Integration
Unified Pershing’s clearing, custody, and digital advisor platforms into a cohesive ecosystem—streamlining data flows, enhancing system interoperability, and reducing operational friction across front-, middle-, and back-office workflows.
Operational Resilience & Scale
Redesigned product management frameworks to embed enterprise agility, strengthen risk governance, and accelerate product delivery—enabling Pershing to scale services securely across broker-dealers, RIAs, and global institutions.
Data Intelligence & Advisor Enablement
Introduced analytics capabilities that transformed operational data into actionable insights—empowering advisors and firms with visibility into trading, client onboarding, and asset flows to drive data-backed growth and compliance precision.
Culture of Enterprise Collaboration
Fostered alignment among technology, operations, and product teams worldwide—shifting from fragmented delivery to an enterprise-first mindset rooted in transparency, reliability, and measurable client impact.
“Charles has a rare ability to bridge strategic vision with practical execution. At BNY Mellon, he consistently transformed complex initiatives into clear, actionable outcomes—aligning teams across business, product, and technology. His leadership style is grounded in precision, empathy, and an unwavering focus on progress. Working with him elevated not just the project, but the people behind it.”
Joakim Marner, BYN Mellon
Data → Insight → Decision → Impact
Stage 01Platform Data Systems
Unified clearing, custody, and advisory data across Pershing’s global platforms—creating connected data ecosystems that automated operational controls, improved transparency, and strengthened visibility across trade, client, and asset workflows.
Stage 02Insight Generation
Transformed enterprise operational data into actionable intelligence—empowering product and business leaders to identify emerging client needs, optimize service delivery, and align technology investments with strategic growth priorities.
Stage 03Decision Intelligence
Delivered analytics and executive dashboards that provided real-time visibility into platform performance, operational resilience, and client outcomes—enabling faster, data-informed decisions that balanced scale with regulatory precision.
Stage 04Measured Impact
Achieved measurable improvements in platform efficiency, service quality, and enterprise collaboration—establishing Pershing’s Product Transformation Office as the foundation for trusted, data-driven modernization across the wealth ecosystem.
[ the journey ]A purposeful ascent through stewardship, scale, and transformation.
Inclusions
Every journey begins with purpose. Mine began with the belief that modernization in financial services must balance innovation with trust.
At BNY Mellon | Pershing, that meant guiding the evolution of product transformation across clearing, custody, and advisor platforms—uniting operational precision with institutional reliability.
Each milestone—data integration, platform alignment, and governance modernization—was an intentional climb toward scale and sustainability. Every initiative was designed to strengthen Pershing’s foundation of transparency and control, ensuring that technology advancement elevated both advisor confidence and client trust.
This ascent continues, grounded in the same principles that define Pershing’s legacy: discipline, reliability, and a relentless commitment to progress built on stewardship.
Exclusions
Shortcuts. Complexity for its own sake. Anything that trades resilience for rapid change.
True transformation isn’t about speed—it’s about endurance. It’s about shaping systems and cultures that stand the test of time, where every evolution reinforces clarity, accountability, and long-term value for those we serve.