Financial & Employment Planner Case Mgr

Equus; Milwaukee (WI); On-site; USD 34,000 - 36,000; Full time

Job summary

Equus Workforce Solutions is seeking a FEP Case Manager to guide W-2 participants through goal setting, barrier removal, and employment planning. You will assess needs, assign service tracks, and coordinate wraparound strategies to promote self-sufficiency and workforce development.

Join a team focused on impact, compliance, and community outcomes while collaborating with families and external providers to achieve meaningful employment goals.

Qualifications

• Associate’s degree in human services, Social Work, or related field.
• Minimum of 2 years of experience in case management, employment services, or social services.
• Strong organizational and communication skills.
• Ability to work collaboratively with diverse populations and service providers.
• Proficiency in Microsoft Office and case management software.

Responsibilities

• Conduct initial and ongoing assessments to determine participant needs, strengths, and barriers to employment.
• Assign participants to appropriate W-2 service tracks based on eligibility and assessment outcomes.
• Collaborate with families to establish employment and self-sufficiency goals, prioritizing barrier removal and skill development.
• Develop and implement wraparound strategies including job readiness, career planning, budgeting, and skills training.
• Coordinate activities outlined in the W-2 Individual Employment Plan (IEP) with those of external support providers.
• Monitor participant progress, update service plans, and adjust strategies as needed to ensure goal attainment.
• Maintain accurate and timely documentation in compliance with W-2 program standards.
• Connect families with community resources and services that support workforce participation.
• Ensure all interactions and documentation comply with applicable laws and program regulations.

Skills

Case management

Employment services

Communication skills

Organizational skills

Microsoft Office

Education

Associate’s degree in human services

Bachelor’s degree preferred

Tools

Case management software

Job description

• State Location: WI
• Compensation: USD 24.52 - USD 25.77 - hourly

Company Description

At APM, we live our values ofiCARE–Integrity, Customer focus, Accountability, Respect, and Excellence– in everything we do. We are apurpose-driven organisationwhere procurement decisions directly impact thepeople and communities we serve.

In the US, our services spanrehabilitation, employment, allied health, and community support. What we procure—from clinical supplies and assistive technologies to professional services and digital platforms—enables our teams to deliver life-changing outcomes every day.

Joining APM means being part of a global team that values impact and inclusion. You’ll work inaenvironment where your expertise will help shape a procurement function that is not only commercially strong but socially meaningful.

Job Description

The FEP Case Manager serves as a primary point of contact for W-2 participants, guiding families through goal setting, barrier removal, and employment planning. This role uses assessment data to determine appropriate service tracks and develops comprehensive strategies that promote self-sufficiency through coordinated support and workforce development.

• Conduct initial and ongoing assessments to determine participant needs, strengths, and barriers to employment.
• Assign participants to appropriate W-2 service tracks based on eligibility and assessment outcomes.
• Collaborate with families to establish employment and self-sufficiency goals, prioritizing barrier removal and skill development.
• Develop and implement wraparound strategies including job readiness, career planning, budgeting, and skills training.
• Coordinate activities outlined in the W-2 Individual Employment Plan (IEP) with those of external support providers.
• Monitor participant progress, update service plans, and adjust strategies as needed to ensure goal attainment.
• Maintain accurate and timely documentation in compliance with W-2 program standards.
• Connect families with community resources and services that support workforce participation.
• Ensure all interactions and documentation comply with applicable laws and program regulations.

Qualifications

Required

• Associate’s degree in human services, Social Work, or related field.
• Minimum of 2 years of experience in case management, employment services, or social services.
• Strong organizational and communication skills.
• Ability to work collaboratively with diverse populations and service providers.
• Proficiency in Microsoft Office and case management software.

Preferred

• Bachelor’s degree in a related field.
• Experience working with W-2 or similar employment-focused programs.
• Familiarity with local workforce development and public assistance programs.
• Bilingual (Spanish or Hmong) a plus.

Additional Information

Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team, Equus puts the industry’s best practices to work by focusing on the development, design, and delivery of demand-driven workforce solutions.

When you join Equus, you can expect extensive learning opportunities and networking programs. But most of all you can expect to make a lasting impact on the lives of others.

At Equus we are strengthened by diversity. We are committed to providing a work environment in which everyone is included, treated fairly and with respect. Equus Workforce Solutions is proud to be an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, gender, age, pregnancy, sexual orientation, gender identity, ancestry, religion, national origin, veteran status, physical or mental disability, or reprisal or any other characteristic protected under state, federal, or local law.

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