Financial Empowerment Case Manager

Company: United Way of Rhode Island
Location: Providence
Posted on: February 16, 2026

Job Description:

Job Description Job Description Job Title: Financial Empowerment Case Manager (FECM) Salary Range : $50,000-60,000 Business Unit: Community Impact & Equity Home Department: Community Investments Worker Category: F - Full-time FLSA Code: E - Exempt EEOC Job Classification: Standard Hours: Pay Grade: Pay Grade 3? Granted Funded Date: About United Way of Rhode Island: Our vision is a Rhode Island where every individual in each community has an equal opportunity for justice and prosperity. Since our inception in 1926, the United Way of Rhode Island has effectively moved people from crisis to stability while working to shore up the systems that provide support across the community. We are uniquely equipped to effectively harness resources from government, corporations, nonprofits, and individuals to address the many significant crises affecting all of us. To deliver our goals, we must go "deep, rather than wide," with investments and partners to target the root causes that have thwarted Rhode Island's ability to thrive. We serve all Rhode Islanders in need by tackling Rhode Island's great challenges. Learn more about United Way of Rhode Island at https://www.unitedwayri.org/. Learn more about United Way of Rhode Island at https://www.unitedwayri.org/. Summary : 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. Key Responsibilities 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; 1. Family Recruitment and Engagement Identify and recruit eligible families for program participation through outreach and referrals. Conduct intake assessments to determine family eligibility, needs, and goals. Build trusting, respectful relationships with families to foster long-term engagement. Cultivate meaningful partnerships with schools and community stakeholders to expand referral networks that help families achieve stability, align with community needs, and strengthen the United Way of Rhode Island’s mission to ensure every family can thrive. Work with the families to plan their moves, to avoid any disruption to the childs education. 2. Coaching and Resource Access Provide individualized financial coaching, including budgeting, credit building, debt reduction, and savings strategies. Connect families to community resources that address basic needs such as housing, food, employment, and childcare. Support families in developing and following action plans for financial stability and self-sufficiency. Coach and empower families to advocate for their children’s educational success, while coordinating with partner agencies to address academic, social, and basic needs that strengthen the whole family’s stability. 3. Empowerment and Family Pathways Facilitate workshops and learning sessions focused on financial literacy, goal setting, and economic empowerment. Encourage and guide families to identify their strengths and opportunities for growth. Collaborate with partners to expand pathways for education, employment, and asset-building. 4. Data Tracking and Reporting Maintain accurate and timely case notes, records, and outcome data using designated systems. Track progress toward individual and program goals which includes an assessment every 90 days. Prepare regular reports to demonstrate impact and outcomes to leadership and funders. 5. Collaboration and Communication Work collaboratively across departments to ensure families receive comprehensive wraparound support. Research and attend outreach events, community fairs, and partner meetings to represent the program. Effectively communicate program impact, success stories, and emerging needs to internal and external stakeholders. Provide regular updates to program leadership and contribute to continuous improvement efforts. Personalized JEDI Journey 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. Knowledge, Skills, and Abilities 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. Preferred Qualifications Bilingual in English & Spanish. Certification in Financial Coaching or Counseling Experience working with low- to moderate-income families or immigrant communities. Disclaimer: This job description is intended to convey the essential functions of this position, and it is not intended to be an exhaustive list of skills, duties, responsibilities, or working conditions associated with the position. Core Values: United Way of Rhode Island is looking for candidates who demonstrate their ability to carry out their core values. Our core values reflect who we are, how we work, and what we believe is essential to creating meaningful, lasting impact in partnership with our community. Courage – We take bold action in pursuit of a better future. Integrity – We act with Honesty, consistency, and accountability. Collaboration – We build trust and shared value through partnership. Equity – We center Equity in our choices, practices, and priorities. Learning – We are curious, reflective, and always growing. Compensation & Benefits: Salary – competitive, commensurate with relevant experience and skills, and within a budgeted range. Benefits – comprehensive benefits package including healthcare, dental, and vision coverage; flexible spending account; retirement match; and more. Work-Life Balance – 37.5-hour workweeks on average; annually earn 20 days of paid leave; 3 floating holiday days, 2 personal days, and 9 sick days. Learning & Development – 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). United Way of Rhode Island is an equal opportunity employer, and we encourage members of traditionally underrepresented communities to apply.

Keywords: United Way of Rhode Island, Waltham , Financial Empowerment Case Manager, Accounting, Auditing , Providence, Massachusetts