Stella Osei

Stella Osei

Plan Manager @ IG Wealth Management

About Stella Osei

Stella Osei is a Plan Manager at IG Wealth Management, where she has worked since 2021. She holds a Master's Degree in Economics from the University of Manitoba and a Bachelor's Degree in Economics with Political Science from the University of Ghana.

Current Role at IG Wealth Management

Stella Osei currently serves as a Plan Manager at IG Wealth Management, a position she has held since 2021. In this role, she is responsible for ensuring compliance with regulatory obligations and maintaining the integrity of company policies and procedures. She acts as the operations business expert for Registered Retirement Income Fund and Locked-in Retirement Plans, providing insights and guidance on operational matters. Her work involves researching and responding to technical inquiries from various stakeholders, including sales teams, marketing compliance, plan sponsors, and regulators.

Previous Experience at IG Wealth Management

Stella Osei has extensive experience at IG Wealth Management, where she worked in various capacities from 2017 to 2021. She began her tenure as a Client Service Representative, advancing to Senior Client Service Representative and then to Senior Client Relations Specialist. During her time in these roles, she focused on enhancing client experiences and managing client relations effectively. Her contributions spanned two years in each position, allowing her to develop a deep understanding of client needs and operational processes.

Education and Expertise

Stella Osei holds a Bachelor’s Degree in Economics with Political Science from the University of Ghana, which she completed from 2009 to 2013. She furthered her education at the University of Manitoba, earning a Master’s Degree in Economics from 2015 to 2017. Her academic background provides her with a solid foundation in economic principles and analytical skills, which she applies in her current role and throughout her career.

Work History in Customer Service and Analysis

Before joining IG Wealth Management, Stella Osei gained valuable experience in customer service and performance analysis. She worked at 24-7 Intouch as a Customer Service Representative from 2016 to 2017 and as an Intraday Performance Analyst for four months in 2017. Additionally, she completed internships at Promasidor as Research Personnel in 2011 and 2012. This diverse work history has equipped her with strong communication skills and the ability to analyze performance metrics.

Industry Involvement and Professional Development

Stella Osei actively participates in industry working groups to stay informed about developments affecting internal operations and services. This involvement allows her to keep abreast of regulatory changes and their implications for company policies and procedures. Her commitment to professional development ensures that she remains knowledgeable about best practices and industry standards, contributing to her effectiveness in her current role.

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