Expertise and Industries

Expertise overview

Oculus Partners has developed a set of principles around what types of consultants we deploy in our engagements.

The first is that the individuals assigned to engagements are former practitioners with an understanding of what it means to implement a recommendation as a leader within an organization. Paying fees for consultants that deliver recommendations that are at best difficult to implement are less than helpful to the leadership team that has requested the consulting engagement. We strive to ensure recommendations have a path towards execution that is both practical and aligned with the business’ ability to execute.

The second is that we seek consultants that wish to extend the capabilities of those individuals we work with. While some consulting firms are brought in to do the work for the company and then leave without having transferred any skill sets to those internal employees tied to the work, we do things differently. Our approach is to better enable our internal partners knowing full well that assignments end, and the internal teams need to continue to move work forward. We do this through several mechanisms such as co-creation sessions, group enablement discussions and informal mentoring arrangements. We are not an organizational effectiveness firm, but as former leaders in industry we have a disposition towards professional development not seen in other consulting companies.

The third principle we focus on is around the characteristics of our consultants. We bring consultants to the table that have “low ego”, “high impact” and “no drama”. While we all have egos, Oculus consultants know how large egos that are on display can undermine the collaborative nature of our collective work. Additionally, we look to take on projects that have an impact to the business outcomes of our clients and our consultants often guide clients away from engagements or scope changes that just do not make a difference in the results. We also know leadership teams have a natural internal competitive dynamic and our consultants work to ensure the way we engage is conducive to bringing all constituents along in an aligned manner.

Oculus Partner’s expertise is focused on understanding the weight and impact of making key decisions, helping those we work with be better when we are no longer there, and executing our work in a way that drives alignment.

Industries overview

Oculus Partners has relationships with more than 45 firms that operate in and around the retirement and wealth management industries.  These firms span the breadth of the value chain that delivers services and offerings to individuals that seek to grow, protect, and manage their wealth to and through retirement. As such, we work with:

  • Product manufacturers such as asset managers, and insurers
  • Distributors such as broker dealers, banks, and registered advisors
  • Service providers such as trust companies, custodians, recordkeepers and global sourcing companies
  • Technology companies such as platform providers and fintech firms

About Jamie McInnes

Jamie McInnes


Jamie is a recognized leader with over thirty years of experience working in several firms across asset management, banking and insurance. His leadership roles have focused on a variety of business models and markets covering retirement, wealth management and protection. In 2018, he joined Oculus Partners as a Senior Consultant and, in January 2021, Jamie acquired the firm.

Prior to joining Oculus, Jamie spent 10 years at Prudential Financial. Initially, he worked within Prudential Retirement ultimately leading its full-service business which delivered defined contribution, defined benefit, deferred compensation, IRA and advisory services to 4,000 institutional clients and 2.5 million individual participants. His final three years at Prudential were spent in Prudential International Insurance developing and leading its market entry to Indonesia’s life insurance market. As the CEO he developed the local senior leadership team while expanding distribution inclusive of bank assurance, tele-marketing and a direct-to-consumer digital channel.

Jamie joined Prudential from Merrill Lynch where he led its Retirement Group’s institutional offerings covering DC, DB, NQDC and trust and custody. This followed his return from Japan where Jamie had initially been leading the platform development for CIGNA’S joint venture pension business as their CIO and subsequently as the firm’s Executive Director advising multi-national firms around pension risk issues and the benefits of transferring benefit programs to a DC framework.

Jamie began his career in management consulting focused on banking and insurance company back-office operations and entered the retirement business initially with Putnam Investments and then joining a VC backed on-line 401(k) company prior to relocating to Japan.

Jamie earned his undergraduate degree in Biochemical Sciences from Harvard College, has a MPhil degree in International Relations from the University of St Andrews, an MSc in Finance from the Sawyer School of Business at Suffolk University and is a Chartered Financial Analyst.

Passion/Area of Focus

Helping leaders align and enable their teams to accomplish goals they felt were unachievable.