Community Case Manager / Financial Wellness Coordinator

Wwlcchamber; Northern (KY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Willoughby Western Lake County Chamber of Commerce is seeking a Community Case Manager / Financial Wellness Coordinator to launch an employer-based financial wellness program in Lake County, Ohio. The role focuses on building relationships with employers, guiding employees to resources, and delivering coaching on budgeting and benefits.

You will work with employers, employees, schools, nonprofits, and community partners to improve access to community resources and financial stability for

Qualifications

• Degree in social work or human services preferred.
• Experience in case management or social services is desirable.
• Willingness to learn Lake County’s social service network.
• Strong communication and relationship-building skills.
• Ability to work independently while collaborating with diverse partners.
• Discretion with personal and financial information.
• Reliable transportation and ability to travel within Lake County.

Responsibilities

• Build and launch UWLC’s employer-based financial wellness program.
• Develop relationships with Lake County employers to grow participation.
• Provide confidential one-on-one financial wellness coaching to employees.
• Lead workshops on budgeting, benefits, retirement and other topics.
• Connect employees with local resources and track program outcomes.
• Support Poverty Collaborative and strengthen local service-provider linkages.
• Identify gaps in the community’s social service network and develop solutions.

Skills

Case management

Social services

Financial education

Resource navigation

Communication

Relationship building

Independence & collaboration

Confidentiality

Travel

Education

Bachelor's degree preferred

Social work or human services degree

Finance or education degree as alternative

Job description

Willoughby Western Lake County Chamber of Commerce

Community Case Manager / Financial Wellness Coordinator

United Way of Lake County | Full-Time | 38 Hours/Week | Flexible Schedule | Lake County, Ohio

Help Lake County families build a stronger financial future.

United Way of Lake County is looking for a Community Case Manager / Financial Wellness Coordinator to launch an innovative new program that brings financial wellness resources directly to Lake County employees while expanding access to community resources for local families.

This is a great opportunity for someone who enjoys building relationships, connecting people to resources, and creating something new. You’ll work directly with employers, employees, schools, nonprofits, and community partners to help people navigate financial challenges and access the support they need.

What You'll Do

Lead Financial Wellness at Work

• Build and launch UWLC’s new employer-based financial wellness program.
• Develop relationships with Lake County employers and help grow participation.
• Provide confidential one-on-one financial wellness coaching to employees.
• Lead workshops on budgeting, saving, benefits, retirement, and other financial topics.
• Connect employees with local resources when they need additional support.
• Track outcomes and demonstrate the program’s impact.

Support Lake County Families

• Provide case management and resource navigation through UWLC and local schools.
• Connect individuals and families to resources for food, housing, healthcare, transportation, and other basic needs.
• Help lead UWLC’s Poverty Collaborative and strengthen connections among local service providers.
• Identify gaps in the community’s social service network and help develop solutions.

We're Looking For Someone Who

• Has experience in case management, social services, financial education, community resource navigation, or a related field.
• Knows or is willing to learn Lake County’s social service network.
• Is a strong communicator and relationship builder.
• Can work independently while collaborating with employers, schools, nonprofits, and community partners.
• Is compassionate, resourceful, organized, and comfortable working with people from a variety of backgrounds.
• Can maintain confidentiality when working with personal and financial information.
• Has reliable transportation and can travel throughout Lake County.

A degree in social work or human services is preferred, but we will consider degrees in finance or education, as well as relevant experience.

Why This Role Matters

Many Lake County families are working but still struggling to make ends meet. At the same time, employers are looking for ways to better support employees facing financial stress. This position brings those needs together — providing practical financial wellness support while connecting people to the community resources that can help them move forward.

You’ll have the opportunity to build a new program from the ground up, develop meaningful community partnerships, and make a direct impact on individuals and families throughout Lake County.

Position: Full-Time, 38 hours/week
Schedule: Flexible; schedule will vary based on employer, school, and community needs
Location: Lake County, Ohio
Reports to: President/CEO

United Way of Lake County is an equal opportunity employer.

Additional Postings available from United Way of Lake County