How We Work

When engaging Oculus Partners, we seek to understand the business objectives you want to achieve, what has been problematic in terms of accomplishing these objectives internally, the timing you need to meet and finally what level of depth you wish to achieve in this step of the work. Once we have gathered this information, we will first and foremost assess the fit we would provide for your ask and then the best way in which we can help you achieve your objectives.

We then work to detail a specific engagement approach that logically works through a progression and provides transparency to you and your team. This approach would involve regular checkpoints, interim readouts, and one on one meetings with the engagement sponsor. Where appropriate, we design interim work product deliverables that create awareness and multiple opportunities for feedback and adjustments. And finally, we look to ensure the appropriate socialization is incorporated into the program to ensure we support the engagement sponsor in creating organizational alignment.

As the scope and deliverables are being developed and finalized, we work to form the team that will be responsible for executing the work and an accountable engagement leader that will be your immediate point of contact. We draw on a diverse team that is regularly executing deliverables with our clients and when necessary, will source specific talent for less common domains through our extensive networks. Depending on the size and the complexity of the project our teams can be one to two people or as many as eight to ten for projects requiring multiple numbers of domain expertise.

Finally, we do partner with other firms when it is appropriate to do so. Specifically, when work we do can be paired naturally with process re-engineering, organizational effectiveness consulting or UI/UX engagements we will bring partners to the table where we have confidence in their ability to coordinate effectively and deliver broader value in a way that requires less oversight and coordination on the part of you, our client.

Our approach and processes have evolved and grown based on years of experience working with a diverse set of companies with diverse cultures giving us the firm foundation for ensuring success in our future engagements with clients.

About Jamie McInnes

Jamie McInnes

President

Jamie is a recognized leader with over thirty years of experience working in several firms across asset management, banking and insurance. Her leadership roles have focused on a variety of business models and markets covering retirement, wealth management and protection. In 2018, she 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, she 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. Her 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 she 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 she led its Retirement Group’s institutional offerings covering DC, DB, NQDC and trust and custody. This followed her 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 her 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 her 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.