Vision. Innovation. Passion.

Our culture is all about aligning with our clients’ cultures and goals. We look inside from the outside and deliver fresh, high-impact solutions.

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Custom consulting from start to finish

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Your Agenda is Ours

At Oculus Partners, we do not believe “rinse and repeat” engagements are effective or impactful.  Each client has specific needs, and our focus is to understand your agenda and develop an engagement that addresses those needs and your circumstances.

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A Fresh Line of Sight

While an external perspective is typically valued when bringing forward insights, it may simply be bringing forward recycled views that sound fresh to internal teams. At Oculus Partners, a fresh line of sight creates clarity that is specific to our client’s unique context.

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Experienced Partners

Line management experience is typical for our consultants, which makes them aware of the internal challenges that arise as decisions are made. This enables the development of practical recommendations with a clear line of sight for implementation and value creation.

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Bespoke Teams

Clients have diverse challenges and needs that evolve over time. Oculus Partners has a diverse team with complementary skill sets, which enables us to form teams specifically designed to address each client’s specific issues with optimum speed and expertise.

Who our partners are

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What our clients say

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See our latest insights

Organizational transformation: executives around conference table seeing a colorful butterfly emerging from it
The Imperative of Inclusivity: Adapting Financial Services to Meet Diverse Consumer Demands – image of multicultural men and women in 50s-60s talking at a table
Cultural challenge: How to create consensus to drive strategy forward
Harness Leadership and Collaboration to Drive Transformation
How brand boosts the bottom line

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. 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.