Ms Chen has over 15 years experience in financial services and wealth management most recently as product manager – XPLAN at IRESS Limited. At IRESS she was responsible for the product roadmap and delivery program of the XPLAN product suite globally. She has also held a series of senior analyst roles at Macquarie, MLC Online and the advice platforms teams at MLC/NAB.

Rubik CEO, Iain Dunstan, said: “Being able to lure excellent talent like Emily to Rubik is a great coup for us and a reflection of where we are at as an organisation. It comes with being able to offer prospective employees the opportunity to work in Fintech servicing the country’s leading financial services organisations.

“Emily’s extensive knowledge of wealth technology solutions will be invaluable in helping us to deliver even more to our clients.”

This appointment follows last week’s announcement that, subject to audit review, Rubik’s first half result is expected to be up more than 20 per cent on previous guidance of $2 million in Underlying EBITDA*. As well as the recent senior appointments of Lanie Conquest as senior institutional account manager, James Jackson as group executive – consulting, and Joanna McCarthy as head of marketing and communications.

* Underlying EBITDA is defined as Earnings Before Interest, Taxes, Depreciation and Amortisation, adjusted for any one-off or non-operating items during the period. This measure is after expensed R&D amounts.

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Reporting to Marc Hraiki, group executive – sales and relationship management, Ms Conquest will be based in the Melbourne office to support key clients and drive new business development.

On the third senior new appointment at Rubik in as many weeks CEO, Iain Dunstan, said “Lanie brings an impressive skillset and extensive experience in helping major Financial Services clients, just like ours, build contemporary financial advice models”.

Ms Conquest’s financial services career spans over 24 years in advice, operations and sales management, most recently as head of sales at Decimal Software, responsible for the sales strategy for key retail banks and superannuation funds. Prior to Decimal she was a division director and Virtual Adviser Network (VAN) distribution strategy manager at Macquarie bank. Prior to this she spent 14 years in a variety of business development, management and distribution roles with Asgard.

Ms Conquest’s appointment follows the recent appointments of James Jackson to group executive – consulting, and Joanna McCarthy to head of marketing and communications.

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