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Financial & Employment Planner Case Mgr Lead

Milwaukee, WI, us💼 Full-time🗓 2026-09-11 → 2026-09-26

Core

Lead case managers to place W-2 families into appropriate service tracks based on eligibility and needs assessments to improve program outcomes.

Role type

Senior IC case management lead (workforce development)

Builds

Individualized employment and self-sufficiency plans for W-2 participants

Domain

Social services / Workforce development

Deliverable

client delivery

Required skills

Case management, program administration, leadership, analytical decision-making, compliance monitoring, training/mentoring

Preferred skills

Service track development, program evaluation, Wisconsin W-2 program policies, bilingual (Spanish or Hmong)

Technologies

Case management systems, Microsoft Office Suite

Responsibilities

Review service track recommendations for accurate placement, conduct staffing reviews to evaluate service plans, provide guidance on resource utilization and barrier mitigation, collaborate with leadership to identify program improvement trends, support development of individualized plans, monitor compliance with program standards, facilitate training and mentoring, serve as liaison between staff and leadership

Seniority

Senior, hands-on IC with supervisory experience

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