NIL/NFL Client Services Coordinator/ Executive Assistant

Title: NIL/NFL Athlete Client Liaison

Company Mission:

We are committed to helping athletes build generational wealth and align their actions with their intentions through financial literacy, proactive planning, and holistic support. Join our team and help shape the future of athlete success!

Who We Are:

Occident Wealth Management firm provides tailored financial solutions to athletes and coaches. We are committed to empowering our clients with financial literacy through our national Secure The Bag (STB) financial literacy program, which delivers interactive and engaging presentations to over 20 collegiate and NFL & NBA teams.

Job Summary:

We are searching for a special talent with a passion for sports, client service. We are seeking a dedicated and dynamic NIL Athlete Liaison to serve as the primary point of contact for our NIL and NFL athletes clients. This individual will act as intermediary between our athletes, their families, and various service providers, ensuring seamless coordination of all financial planning, logistical, and administrative aspects of their extremely busy lives. The ideal candidate will have experience in a client liaison role, preferably working with athletes, and possess a relentless work ethic, attention to detail, and exceptional communication skills and ideally some experience in the financial field. This person will also have the ability to serve as executive assistant to the CEO of the firm

Key Responsibilities:

• Serve as the primary point of contact for athletes and their families, ensuring timely and effective communication regarding their financial, personal, and professional needs.

• Assist with coordination of taxes, bookkeeping, bill payment, LLC setup, and relocation logistics.

• Facilitate communication and collaboration between the financial advisor, their team, and external service providers such as CPAs, attorneys, and real estate agents.

• Develop and maintain relationships with athletes, acting as a trusted resource and advocate.

• Monitor and manage athlete schedules, deadlines, and deliverables related to their financial and personal obligations.

• Support the financial advisor and team in developing and executing personalized strategies for each athlete’s unique needs.

• Stay updated on industry trends, NIL regulations, and athlete-related challenges to provide proactive guidance.

• Address issues or concerns promptly, maintaining a high level of professionalism and discretion.

Qualifications:

• Proven experience in a client liaison or account management role, with a preference for experience working with athletes or in the sports industry.

• Strong understanding of financial and administrative processes, including taxes, bookkeeping, and business formation.

• Exceptional organizational and time management skills, with the ability to multitask in a fast-paced environment.

• Outstanding communication and interpersonal skills, with the ability to build trust and rapport with athletes and their families.

• High level of discretion, integrity, and professionalism in handling sensitive information.

• Detail-oriented and proactive, with a relentless work ethic and commitment to excellence.

• Bachelor’s degree in business, sports management, finance or a related field is preferred but not required.

Work Environment:

• The position may require flexibility for travel and irregular hours to meet the needs of athletes.

• Hybrid or remote work arrangements may be considered based on the candidate’s location and qualifications.

Why Join Us?

This is an exciting opportunity to work at the intersection of sports and financial management, supporting high-performing athletes in achieving success both on and off the field. If you are passionate about making a meaningful impact in the lives of athletes and thrive in a dynamic, fast-paced environment, we want to hear from you!