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Cynthia Hayes

Oculus Partners


Speaker Bio

Cynthia Hayes is a nationally recognized leader in retirement-related policy, business management, product strategy, marketing, and client management. Ms. Hayes formed Oculus Partners in 2008 to bring specialty expertise to asset managers, distributors, FinTech providers, product manufacturers, and retirement service providers. Oculus helps financial services companies design new customer experiences, products, distribution and marketing strategies, delivery channels, and develop strong marketing and practice management programs in the retirement and the wealth management arenas.



Prior to Oculus, Cynthia retired from Merrill Lynch as a Managing Director of the Retirement Group. As a business line executive, Cynthia led product and marketing strategies for all retirement-related businesses including Employer Plans and Individual Retirement. She also served as Senior Marketing and Strategy Officer for Merrill Lynch Trust Company and the Merrill Lynch Financial Advisory Center (now Merrill Edge).

Speaker Sessions