Designing and Operating an Effective Strategy Office (Part 2)

The Chief Strategy Officer Podcast

In this episode, we're joined by Eric Goldstein, Chief Strategy Officer at TIAA, to explore the challenges and opportunities of setting up and operating a strategy office. With over six years at TIAA and an impressive background in investment banking at JP Morgan and management consulting at McKinsey, Eric brings a wealth of experience to the table.

We dive into Eric’s journey of centralizing the strategy office at TIAA, the importance of aligning strategy with business goals, and how he navigates the complexities of managing a large, mission-driven financial services organization. We'll also discuss the role of the strategy office in fostering cross-functional collaboration, setting organizational KPIs, and striking the right balance between strategy development and execution.

Key questions and topics we tackle include:

• A breakdown of the TIAA strategy office responsibilities
• How to decide whether to centralize or decentralize the strategy office
• Keys to building a high-performing strategy team
• A CSOs role in setting KPIs, metrics, and measurements in the organization
• How to build and maintain strong relationships with key stakeholders
• Eric’s top 3 recommendations for new strategy officers to drive success

Join us for an in-depth conversation with Eric Goldstein as we uncover the secrets behind building and operating a successful strategy office.

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