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business strategy
operating models
Product Development
go to market strategy

Vision. Innovation. Passion.

We partner closely with clients to understand their goals and the culture that drives them. Our perspective from the outside-in helps uncover new growth opportunities and deliver results that stick.

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Custom consulting from start to finish

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Your Agenda is Ours

At Oculus Partners, we don’t believe in rinse-and-repeat consulting. Every client brings distinct needs. We start by understanding your agenda—and then build an engagement designed to move it forward.

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A Fresh Line of Sight

True perspective is more than recycled insights dressed up as new ideas. We deliver clarity that is grounded in your organization’s unique context, revealing opportunities others might miss.

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Experienced Partners

Our consultants bring hands-on leadership experience, so we understand the realities that drive organizations. That knowledge shapes recommendations that are practical, actionable and built for lasting results.

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Tailored Expertise

No two challenges are alike. We draw from a diverse network of talent to assemble the right team for each engagement—bringing together the expertise and perspective needed to address your goals with speed, precision and impact.

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What our clients say

As an asset manager and retirement plan provider, we have been discussing how to address the retirement income challenge for a few years without cross-organizational alignment. We engaged Oculus Partners to help assess the competitive landscape, available products, market opportunity, and ultimately a product design, implementation process, and ongoing maintenance. Oculus was knowledgeable and very effective navigating the organization’s different priorities and perspectives to bring alignment with how to move forward to get in market in the short-term, while positioning us to expand our offer longer term.
Senior Product LeaderAsset Manager and DC Plan Provider
When our board of directors made changes in the C-suite, we as an organization engaged Oculus to help draft and validate a new business strategy. This new strategy ultimately helped to raise new capital and drive our valuation while simultaneously improving the company’s market position. Oculus was keenly positioned to deliver this engagement based on their understanding of the broader marketplace, its unmet needs and how we could solve these challenges in a meaningful way.
Chief Strategy OfficerFintech Firm
In our bid for a large technology and business process outsourcing engagement with a major US institutional retirement provider, we engaged Oculus as a strategic advisor. The overall RFP asked for a complete rearchitecting of the prospect’s operating model inclusive of a regulated entity. Oculus immediately established a clear vision, in collaboration with our team, and quickly and seamlessly drove the team to an outstanding, best-in-class solution for the new operating model, including a complex legacy platform and related systems. Oculus even took part internally with our CFO and Chief Counsel to gain approval for the operating model associated with the regulated entity.
Sales LeaderGlobal BPO/ITO Provider
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About Jamie McInnes

Jamie McInnes

Managing Partner

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.