Emily Fay

Took intentional career break to focus on raising son during his early months

• Serves as the CEO’s strategic partner and trusted advisor, managing high-level priorities, optimizing time allocation, and ensuring seamless communication while maintaining strict confidentiality.
• Orchestrates cross-functional alignment by leading strategic initiatives, internal communications, and firm-wide projects to operationalize the CEO’s vision and drive organizational cohesion.
• Enables executive decision-making by identifying, prioritizing, and executing key strategic initiatives that accelerated progress toward long-term business objectives.
• Leads talent strategy initiatives, including end-to-end hiring and onboarding processes, while designing and managing a leadership development program to elevate team performance and retention.
• Directs investor-facing marketing efforts by producing compelling pitchbooks, tombstones, and materials that showcased the firm’s performance, deal value, and market differentiation.
• Partners with the CEO and CFO to create quarterly strategic plans, clearly articulating business priorities, financial performance, and future outlook to internal and external stakeholders.
• Designs and facilitates high-impact Firmwide and Operations meetings to cascade leadership messaging, track execution, and foster alignment across departments.

• Directed operational strategy and long-range planning to align with executive leadership goals, providing mentorship and cross-functional leadership to cultivate a high-performing, collaborative workplace culture.
• Coordinated resource management initiatives across departments, analyzing capacity and contribution levels to identify inefficiencies and implement targeted optimization strategies.
• Spearheaded process improvement efforts, redesigning workflows and partnering with key stakeholders to drive operational excellence and accelerate execution of business priorities.
• Instituted performance measurement frameworks by defining KPIs, tracking milestones, and ensuring team accountability against strategic objectives and timelines.
• Designed and scaled internal engagement programs, including enhancements to the annual review process, increased firmwide community involvement, and the launch of initiatives such as summer internships, corporate matching, and tuition assistance to support employee development and retention.

• Partnered with the Regional Director and Chief Operating Officer to develop and execute strategic initiatives that enhanced operational efficiency and business performance across eight Southeastern states.
• Acted as the strategic right hand to the RCOO, delivering high-level project management, operational oversight, and event execution to drive regional goals forward.
• Created and maintained comprehensive operational reporting tools, including quarterly business reviews, monthly performance trackers, and weekly cross-unit updates to ensure transparency and alignment with key objectives.
• Streamlined and automated business processes by managing critical systems, databases, and spreadsheets, while leveraging data insights to recommend process improvements and enhance operational workflows.
• Analyzed regional P&L statements and budget reports for 12 complexes, identifying financial trends, risk areas, and cost-saving opportunities to inform local leadership and influence decision-making.
• Oversaw a 100+ location real estate portfolio, tracking project statuses, providing monthly updates to management, and presenting major capital initiatives to senior executives.
• Governed the planning and delivery of regional events, including management summits and advisor conferences, ensuring seamless execution and meaningful engagement across key stakeholders.
• Facilitated the Regional Financial Advisor Council by organizing quarterly forums that empowered advisor representatives to provide input on strategic direction, platform updates, and firm-wide initiatives.

• Provided high-level administrative and operational support to the Regional Director and Regional Business Services Officer, ensuring seamless day-to-day execution of strategic priorities.
• Managed complex project coordination, event logistics, expense oversight, and workflow approvals to support regional initiatives and optimize team productivity.
• Handled executive scheduling and logistics, including calendar management, meeting coordination, agenda preparation, and travel arrangements for senior, regional, and complex leadership.
• Planned and executed large-scale advisor conferences, overseeing six-figure budgets and managing all logistics in partnership with vendors, senior leaders, and top-performing financial advisors.
• Produced and distributed monthly reporting packages on budgets, expenses, and real estate activity, while tracking action items and progress toward business objectives.
• Prompted regional efforts for firm-wide community engagement programs, including the annual giving campaign and volunteer month, resulting in increased participation and alignment with corporate social responsibility goals.