Summary
Overview
Work History
Education
Skills
Timeline
Generic

Aaron R. Fish

Cincinnati,Ohio

Summary

Experienced Implementation Manager with 9+ years of expertise in guiding crucial business planning and deployment. Proficient in researching effective methods for evaluating installation, maintenance, and troubleshooting obstacles to pinpoint corrective measures. Skilled at overseeing implementations across the lifecycle in New Business, emphasizing thorough documentation to simplify setup and maintenance procedures.

Overview

10
10
years of professional experience

Work History

Implementation Manager

The Standard
06.2021 - Current
  • Responsible for the implementation of between 15 to 20 403(b), 457, and 401(k) plan utilizing our Full Service, Full Service PEP, RKO, and Accelerate product offerings at any given time.
  • Oversaw implementation lifecycle processes based on organizational needs, regulatory requirements, and customer demand to onboard new business in under 115 days.
  • Coordinates the plan document design and client discussions surrounding plan design to ensure our clients consulting needs are met and plan documents can be executed within 30 days of the project start date to ensure proper adherence to overall project goals.
  • Worked on the development of our Accelerate product and launch to help bring the new product offering to market. Key Implementation Manager responsible for onboarding our early Accelerate plans to create a standardized process for onboarding.
  • Helped to develop the Standard Enablement site to create streamlined training modules and trailheads to better integrate our new Securian team members and standardize training for Implementation Managers.

Account Manager II

The Standard
11.2017 - 06.2021
  • Responsible for managing business to business interactions daily for over 100 clients and their TPA partners
  • Organizes meetings, trainings, and introductions with clients and TPAs to maintain quality customer service
  • Supports the TPA through consulting, report generation, amendments, and coordinating system changes as needed
  • Coordinates plan design issues with Relationship Managers, partnering with them to solve complex plan administrative issues and escalations
  • Helped drive the relaunch of Lean 2.0 by supporting team goals and redesigning Account Management Huddle Boards through small working teams. Actively supports the TPA Account Management team as a Lean subject matter expert on an ongoing basis
  • Responsible for leading our Accelerate project process to define and develop the roles and responsibilities of our clients, TPAs and Advisors for future state to ensure a better process for daily workflow

Associate Operations Analyst

The Standard
11.2015 - 11.2017
  • Responsible for Quarterly recurring tasks such as Vesting Review, Loan Review, and other custom reporting for key clients required by clients on an ongoing basis.
  • Took a lead role on process improvement projects for Loan Review along with the Account Management team to create better record keeping and customer experience for data delivery to The Standard.

Staff Assistant II

The Standard
07.2015 - 11.2015

Education

BS - Finance

Portland State University
Portland, Oregon
01.2015

Skills

  • Requirements analysis
  • Collaborative team management
  • Data transfer expertise
  • System implementation
  • Experienced with Microsoft Office tools
  • Proficient in CRM systems
  • Expertise in plan document development

Timeline

Implementation Manager

The Standard
06.2021 - Current

Account Manager II

The Standard
11.2017 - 06.2021

Associate Operations Analyst

The Standard
11.2015 - 11.2017

Staff Assistant II

The Standard
07.2015 - 11.2015

BS - Finance

Portland State University

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