Raj Patel Email & Phone Number

Milwaukee, Wi, Us

I lead HR for 3 business functions of over 1,500 employees, including financial, legal, and investment professionals. I support a growing portfolio, including $300 billion AUM in the general account, $320 billion of retail client assets, and $250 million in committed venture capital. I also lead HR's enterprise program portfolio and budget ($54 million) including nearly 100 HR professionals responsible for enterprise employee experience including EVP / EX strategy, HR operations and technology, and advancements in digital capabilities. Provide regular updates to NM Board of Directors, HR Nominating & Corporate Governance Committee, and Policyowners’ Examining Committee. Member of Enterprise Leaders Group.Additionally, I lead a team of over 225 employees with responsibility for the company's overall facilities operations including Milwaukee and New York campus locations and amenities, company security, corporate aviation, and the company's large event experiences. As part of this remit, I led the company's response to the COVID-19 pandemic and return to office efforts.

Milwaukee, Wi, Us

Vice President, HR Strategy & Sr. HRBP | 2019Added responsibility and scope to lead HR for ~750 people across Wealth Management, Corporate Strategy, Marketing and Strategic Communications business units. I advised and partnered with the Chief Commercial Officer and President of Investment Products & Services on areas of workforce strategy, organizational restructuring and talent management. I restructured the Wealth function to drive growth which resulted in 40% increase in sales and 50% increase to $320 billion AUM, over a 5-year period.Vice President, Talent & Organization Effectiveness | 2016-2018I led a staff of over 40 professionals in the development and implementation of enterprise-wide talent and culture strategies to drive a digitally enabled client experience transformation. The remit includes talent acquisition, talent management, diversity and inclusion, culture change, and organizational design. I work with a cross-functional senior leadership team to shift the mix of talent capabilities through acquisition and development, build adaptive leadership, and establish employee value proposition & experience to drive culture shift.

Zurich, Zurich, Ch

Role based in corporate center in Zurich, Switzerland and reporting to senior executive of group human resources and a member of Zurich’s senior leadership team. As Senior Vice President, Global Head of Talent & Leadership Development, continued with the responsibility for areas indicated below while increasing scope to lead global team including regional talent management professionals. Established strategy for talent pipeline including career framework aligned to global job architecture, assessment strategy and tools, management and leadership competencies, development curriculum, and process for talent review and succession management with increasing rigor on usage of data and analysis. Scope of talent strategy, process and programs primarily focused on top 500 leadership roles and 10,000 people managers.

Zurich, Zurich, Ch

Zurich Insurance Group provides insurance products and services in North America, Latin America, Europe, the Middle East, Africa, and the Asia-Pacific. Through the General Insurance business segment, Zurich offers car, home, and general liability insurance products to individuals; and property, casualty, workers’ compensation, financial lines, and accident and health, and for small to medium-sized businesses. The company’s Global Life segment offers various protection and savings products and the Farmers segment provides non-claims management services to the Farmers’ exchanges.As the Vice President, Head of Talent Management Practice, responsible for building and leading the global talent processes, including talent review, succession management, and leadership development and assessment strategy. Established organizational talent mindset and philosophy.

Zurich, Zurich, Ch

Zurich North America is a leading commercial property-casualty insurance provider serving the global corporate, large corporate, middle market, specialties and programs sectors. As Assistant Vice President, Organizational Development reported to Executive Vice President, Group Head of HR Services & Operations. Responsible for leading organization transformation programs and initiatives. Supported the formation and led change management for global human resources operating model including shared services, business partnering and centers of expertise. Also, led organization design efforts including span of control, management layers, and cost analysis. Developed the global organization design and change management methodology and tools.

Northbrook, Il, Us

As Senior Manager, reported to the Vice President, Chief Learning Officer and led team responsible for enterprise wide talent management and organization development initiatives. Responsible for enterprise talent management architecture including strategy, processes, and programs. Further responsible for organization design and change management methodology and consultation.

As a Senior Consultant was responsible for leading strategy and human capital projects. Developed industry and company strategic point-of-view process to support client solution development. Also, led talent management programs including competency structure, performance management, and training programs.

New York, Ny, Us

As of July 2004, Bank One Corporation was acquired by JPMorgan Chase & Co. As a Training Consulting led merger (1998 merger of First Chicago NBD and Banc One Corporation) related conversion for retail banking business, including change management plan with deployment schedule, training and communications.

London, United Kingdom , Gb

Bricker & Associates, Inc was a privately held consulting firm with $15 million in revenue in 1997 and was purchased by Keane, Inc (wholly owned subsidiary of NTT Data Corporation - Japan) in 1998. Bricker & Associates assisted organizations in maximizing their strategic use of work processes, technology, and organizational design to increase revenue, reduce cost, and improve profits.As a Senior Consultant was responsible for project management including consulting and leading work streams for productivity improvement projects focused on process design and improvement, organization design, and change management.

New York, Ny, Us

As of July 1, 2004, Bank One Corporation was acquired by JPMorgan Chase & Co. Bank One Corporation.As Assistant Vice President, Small Business Lending reported to Senior Vice President, Chief Credit Officer. Led team of commercial credit analyst for a start-up small business underwriting function. Managed migration of over 1500 small business loans totaling $500 million to a centrally managed credit portfolio.

Ba, Finance

Ma, Training & Organizational Development