Brian Rella

EverNext

You're talented, driven, and ambitious. You've worked hard to climb the ladder, and you’re grateful for what you have. But lately, it feels like you're stuck on a career dreadmill.

Whether you’re an aspiring executive feeling undervalued and unclear about your next steps or in the C-suite navigating high-pressure demands and critical career moves, your path forward doesn't have to feel overwhelming or uncertain.

Here's How I Can Help:

▶︎ Off the Dreadmill
My foundational program, "Off the Dreadmill," is designed specifically for aspiring executives committed to long-term career success. You'll gain access to a proven playbook—complete with actionable strategies, frameworks, and community support—that lays out a clear, intentional path toward meaningful career growth.

▶︎ Executive Career Coaching
For established leaders and C-suite executives, I offer highly personalized coaching that goes deeper, addressing strategic career growth, navigating transitions, and optimizing your performance at the highest levels. Using my proven frameworks and signature CASE method (Context, Assess, Strategize, Execute), you'll achieve measurable breakthroughs in your career trajectory and leadership impact.

This Isn’t Just About Your Career—It’s About Your Legacy.

When you perform at your highest level professionally, the benefits ripple through every area of your life. Improved career clarity and performance naturally lead to reduced stress, greater fulfillment, and deeper connections at home. While we lead with career excellence, the personal and family benefits inevitably follow.

What You Can Expect:

▶︎ Clear strategies for impactful career advancement.
▶︎ Personalized guidance for high-stakes transitions.
▶︎ Actionable tools for sustainable growth and peak performance.

Ready to step off the dreadmill and into meaningful, strategic career growth?

Let’s talk.

Book your strategy session here:

https://www.brianrella.me/

Founder / Head Coach

Wells Fargo

CIB Agile Transformation Coach

Partnering with executive leadership across the Wells Fargo Corporate and Investment Bank to transition all lines of business from Program Management to an Agile Operating Model.

Executive Director

Head of Business Execution Services for Electronic Trading. 

Serve as a trusted advisor and change management leader to the COO, Head of FICC, and Head of Equities. Lead planning and execution of strategic transformation initiatives across asset classes.

BGC Partners

Partnered with business and technology executive management to develop and lead strategic programs focused on revenue growth and operational efficiency. Measurables include customer satisfaction, productivity, stakeholder transparency, cost variance, and schedule variance.

•	Led 5 product teams to deliver a new D2C RFQ platform for Fixed Income. Year 1 revenue forecast of $1.2 million.
•	Led 3 product teams to redesign the Fixed Income API offering by consolidating 4 APIs. Collaborated with sales as an SME to establish a multi-quarter pipeline of 13 clients and $1.7 million in revenue.
•	Coached global integration team leads to overhaul onboarding processes resulting in a drastic reduction in client integration time, increased client satisfaction, and greater transparency across the company.

Director

Bloomberg LP

Revitalized the Bloomberg Tradebook offering for Futures, Options, and FI. Launched a new IaaS product.

•	Conceived and launched Tradebook Market Access Infrastructure as a Service (IaaS) offering. Generated $450,000+ in recurring annual revenue in the first 7 months of going to market.

Senior Product Manager

HSBC Global Banking and Markets

Led a cross-functional, cross-business team to deliver strategic digital transformation projects.

•	Executed portfolio of algorithmic trading and UX redesign projects for fixed-income trading resulting in improved Fixed Income industry ranking from #18 to #5. 
•	Conceptualized futures and options electronic trading platform strategy. Proposed and delivered a 2-year roadmap resulting in technical debt reduction of 8 trading systems to 3. Shrank run costs $1.7 million (14%) over 2 years.

Vice President

J.P. Morgan

Directed a global team of project managers and business analysts to create and execute global electronic trading programs for Futures and Options. 

•	Increased e-trading revenues by repurposing equities algorithmic trading and analytics engine for futures & options. Increased algorithmic trading volumes by 40% YOY (2011-2012).
•	Improved straight-through processing for Futures trade allocations 200% YOY

Reval

Professional services lead for Reval’s hedge accounting software.

Senior Consultant

UBS Investment Bank

Co-head of Futures and Options Client Solutions Team.

SAC Capital Advisors

Senior Trade Floor Support

CS Technology

Staff Consultant

Get off the DREADMILL and into a Career that inspires you | Executive Career Coaching | Career Development | Job Search Strategies

This isn’t just about your career. It’s about your legacy.

I help high‑achieving leaders excel in their careers and thrive at home through my Dual Impact Leadership system. 

Whether you’re an up‑and‑coming exec feeling undervalued and unsure of your next move or a C‑suite leader under relentless pressure, you don’t have to navigate complexity alone.

We start with pinpointing your highest‑impact actions at work. When your clarity and performance improve, the effects spill over into every area of your life. As you gain momentum professionally, you’ll notice the benefits ripple out, resulting in less stress, deeper fulfillment, and a more present, connected family life.

That’s the power of Dual Impact Leadership. Strategic growth at work that naturally elevates your life at home. 

What You Can Expect Working With Me:

▶︎ Clear strategies for impactful career advancement.
▶︎ Personalized guidance for high-stakes transitions.
▶︎ Actionable tools for sustainable growth and peak performance.

Ready to step off the dreadmill and into meaningful, strategic career growth?

Let’s talk.

Book your strategy session here:

https://www.brianrella.me/

CEO and Head Coach

Career coach and job search strategist helping executives get the career they want 🎯

Level Up Leadership develops your skills as a leader, allowing you and your team to thrive.

300+ hours of leadership and professional coaching in 2024.

In 1:1s, I help leaders:

• boosts team performance
• create a culture support and trust
• dive deep into existing problems
• focus on continuous learning
• improve communication and feedback

Leadership Coach

Cooori Japan Co., Ltd

• Reduced churn by 81% through strategic initiatives, data insights, and building relationships and trust.

• Responsible for 4500 users over 100 clients. Developed customer health metrics, email campaigns, and automated workflows responsible for proactive outreach, retention, and upselling. Achieved 104% ARR.

• Managed and optimized internal systems, improving the customer experience and journey. 41% increase in product usage and 126% improvement in time to value.

• Partnered cross-functionally with Sales and Product teams to drive alignment and product development. NPS increased by +50, with end users spending 15% more time in the product.

• Provided presentations, training, and reviews, equipping clients with best practices to maximize product value.

Director of Customer Success

Alpros

• Responsible for $2.5 million, focusing on pipeline management, customer retention strategies, and revenue growth initiatives. Raised revenue by 25% in 18 months through upselling and cross-selling opportunities.

• Developed Sales' automations, playbooks, and workflows. Internal process improvements resulted in a 50% increase in active client management.

• Deployed and managed Salesforce for better monitoring of and communication with clients. 30% improvement in customer lifetime value.

•  Leveraged data and strong analytical skills to increase recurring revenue by 45% and CLV by 15%.

•  Mentored and coached a team of 50 across multiple cultures and diverse backgrounds. Employee retention rates of 96%.

•  Managed end-to-end programs with SMBs and Global 500 companies, meeting with clients and ensuring alignment with customer needs. Maintained CSAT above 90%.

Academic Director

I Help You Build High-Performing Teams | Heart-Centric Leadership

Let me start with my north star: Seeing people succeed in their endeavors, reach their goals, and discover lasting success. Whether it’s customers achieving their desired outcomes or team members growing into their potential, I find immense satisfaction in being part of their journey.

Throughout my career, I have been committed to helping customers maximize value, enabling teams to unlock their full potential, and driving business growth through strategic, scalable strategies.

In Customer Success, I specialize in data-driven solutions that enhance customer engagement, retention, and satisfaction. I build and optimize customer journeys, automations, and playbooks. Each one gets tested, measured, and refined to create repeatable successes. These systems drive results, allowing teams to focus on meaningful interactions and lasting relationships.

As a deep generalist, I combine broad business acumen with specialized expertise in Customer Success. My approach blends data-driven strategy, customer engagement, and process optimization. Whether developing customer health frameworks, aligning CS initiatives with business goals, or coaching high-performing teams, I adapt to complex challenges with a systems-thinking mindset.

I thrive in fast-paced, dynamic environments where cross-functional collaboration and strategic planning lead to real results. My focus always remains on delivering outcomes that matter for customers, teams, and businesses.

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The Battle

Brian Rella

Chris Cotter

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