Financial Empowerment Case Manager

United Way Of Rhode Island • Providence, RI

4d • $50,000 - $70,000

About The Position

The Financial Empowerment Case Manager (FECM) will be part of the newly established Empowerment Hub (United We Thrive Center) at the United Way of Rhode Island and will play a key role in supporting families toward financial stability and long-term success. The FECM will utilize a two-generation approach to coach parents and caregivers in advocating for their children s success in school, while linking families to partner agencies that can address educational and family stability needs. This position combines case management, financial coaching, facilitation, and community outreach to empower families with the tools, resources, and confidence needed to thrive. The ideal candidate is compassionate, organized, and committed to promoting economic mobility through hands-on support and data-driven results. A Financial Empowernment Case Manager is responsible for guiding clients to develop effective money management skills, budgeting strategies, and debt reduction plans to enhance their financial stability. They assess individual financial situations, guide the family to create tailored economic mobility goals, and provide ongoing support to increase financial literacy and confidence. Monitoring progress and adjusting plans ensure clients achieve long-term financial independence and improved economic well-being. These responsibilities could be achieved by the following activities;

Requirements

• Bachelor s degree in Social Work, Human Services, Finance, or related field (or equivalent experience).
• At least 2 years of experience in case management, financial coaching, or related direct service work.
• Strong understanding of financial empowerment strategies and community resources.
• Excellent interpersonal, communication, and organizational skills.
• Ability to work independently and collaboratively in a team-oriented environment.
• Proficiency with case management software and Microsoft Office Suite.
• Commitment to equity, inclusion, and supporting families from diverse backgrounds.
• Develop and implement a personalized, individual JEDI growth plan to establish and track JEDI Competency baselines.
• Participate in annual JEDI training.
• Support UWRI JEDI initiatives (e.g., Equity Challenge) and participating/supporting agency groups (e.g., Heritage and Professionals, Employee Resource Groups (ERGs) and Culture, Equity and Strengths Committee (CES).
• Participate in community, state or national (e.g., United Way Worldwide) JEDI growth opportunities.

Nice To Haves

• Bilingual in English & Spanish.
• Certification in Financial Coaching or Counseling
• Experience working with low- to moderate-income families or immigrant communities.

Responsibilities

• Family Recruitment and Engagement
• Coaching and Resource Access
• Empowerment and Family Pathways
• Data Tracking and Reporting
• Collaboration and Communication
• Personalized JEDI Journey

Benefits

• comprehensive benefits package including healthcare, dental, and vision coverage; flexible spending account; retirement match; and more.
• 37.5-hour workweeks on average; annually earn 20 days of paid leave; 3 floating holiday days, 2 personal days, and 9 sick days.
• individual and collective programs to support staff in achieving organizational and career objectives, e.g., CliftonStrengths® by Gallup Strengths and Justice, Equity, Diversity, & Inclusion (JEDI).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level