Financial & Employment Planner Case Mgr

Equus Workforce Solutions; Milwaukee (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

Equus Workforce Solutions in the U.S. seeks a FEP Case Manager to guide families through goal setting, barrier removal, and employment planning, using assessments to assign participants to appropriate W-2 service tracks.

You will collaborate with families to set employment goals, develop wraparound strategies such as job readiness and budgeting, coordinate with external providers, monitor progress, and maintain compliant documentation per program standards.

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

Organizational skills

Communication skills

Microsoft Office

Case management software

Education

Associate degree in human services

Bachelor's degree preferred

Tools

Case management software

Job description

Company Description

At APM, we live our values of iCARE – Integrity, Customer focus, Accountability, Respect, and Excellence – in everything we do. We are a purpose-driven organisation where procurement decisions directly impact the people and communities we serve.

Company Description

At APM, we live our values of iCARE – Integrity, Customer focus, Accountability, Respect, and Excellence – in everything we do. We are a purpose-driven organisation where procurement decisions directly impact the people and communities we serve.

In the US, our services span rehabilitation, 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 in a environment 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.

  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.