Financial & Employment Planner Case Mgr Lead

Equus; Milwaukee (WI); On-site; USD 33,000 - 40,000; Full time

Job summary

Equus Workforce Solutions in Milwaukee, WI, is looking for a Financial & Employment Planner Case Mgr Lead to oversee W-2 placement and provide strategic guidance to case managers. The role focuses on aligning services with eligibility and participant needs to improve outcomes, while upholding confidentiality and regulatory standards.

The position requires leadership, strong analytical abilities, and proficiency with case management systems and Microsoft Office.

Qualifications

• Associate’s degree in Human Services, Social Work, or related field.
• Minimum of 3 years of experience in case management, workforce development, or W-2 program administration.
• Demonstrated leadership or supervisory experience.
• Strong analytical and decision-making skills.
• Proficiency in case management systems and Microsoft Office Suite.
• Excellent communication and interpersonal skills.

Responsibilities

• Review service track recommendations to ensure accurate placement based on eligibility criteria and comprehensive needs assessments.
• Conduct regular staffing reviews with case managers to evaluate service plans and participant progress.
• Provide expert guidance on service alignment, resource utilization, and barrier mitigation strategies.
• Collaborate with W-2 leadership to identify trends, gaps, and opportunities for program improvement.
• Support case managers in developing individualized employment and self-sufficiency plans.
• Monitor compliance with W-2 program standards, documentation requirements, and performance benchmarks.
• Facilitate training and mentoring for new and existing case managers.
• Serve as a liaison between frontline staff and leadership to ensure consistent communication and feedback loops.
• Uphold confidentiality and ensure adherence to all applicable employment laws and program regulations.

Skills

Analytical

Leadership

Communication

Microsoft Office

Education

Associate’s degree in Human Services or related field

Bachelor’s degree preferred

Tools

Case management systems

Microsoft Office Suite

Job description

• Full-time
• Job Title: Financial & Employment Planner Case Mgr Lead (930973)
• State Location: WI
• Compensation: up to USD 27.02 - 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 Lead plays a pivotal role in ensuring W-2 families are placed in the most appropriate service tracks based on eligibility and assessed needs. This position provides oversight, guidance, and strategic support to case managers, helping align services with participant goals and improving overall program outcomes.

• Review service track recommendations to ensure accurate placement based on eligibility criteria and comprehensive needs assessments.
• Conduct regular staffing reviews with case managers to evaluate service plans and participant progress.
• Provide expert guidance on service alignment, resource utilization, and barrier mitigation strategies.
• Collaborate with W-2 leadership to identify trends, gaps, and opportunities for program improvement.
• Support case managers in developing individualized employment and self-sufficiency plans.
• Monitor compliance with W-2 program standards, documentation requirements, and performance benchmarks.
• Facilitate training and mentoring for new and existing case managers.
• Serve as a liaison between frontline staff and leadership to ensure consistent communication and feedback loops.
• Uphold confidentiality and ensure adherence to all applicable employment laws and program regulations.

Qualifications

Required

• Associate’s degree in Human Services, Social Work, or related field.
• Minimum of 3 years of experience in case management, workforce development, or W-2 program administration.
• Demonstrated leadership or supervisory experience.
• Strong analytical and decision-making skills.
• Proficiency in case management systems and Microsoft Office Suite.
• Excellent communication and interpersonal skills.

Preferred

• Bachelor’s degree in a related field.
• Experience in service track development or program evaluation.
• Familiarity with Wisconsin W-2 program policies and procedures.
• 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.