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About the Role

The Financial Mobility Case Manager (FMCM) provides case management focused on helping individuals and families address financial barriers, stabilize immediate needs, and build long-term economic resilience. The position assesses client needs, connects clients to benefits and supportive services, and develops individualized financial stabilization plans.

Responsibilities

Conduct comprehensive financial assessments to identify barriers affecting household financial stability.
Identify immediate financial crises requiring intervention.
Complete government benefits applications.
Connect clients to benefits, housing support, workforce resources, financial counseling, and other community resources.
Develop individualized financial stabilization and mobility plans.
Educate clients on budgeting, banking, savings, credit, debt reduction and financial goal setting.
Provide ongoing financial case management focused on behavior change, goal achievement, and financial resilience.
Advocate with agencies, providers, and community partners to help clients resolve financial barriers and access needed services.
Promote client autonomy while maintaining confidentiality and providing culturally responsive, client-centered services.
Receive and review Resource Center referrals and warm handoffs to determine urgency, financial barriers, and next steps.
Coordinate with Resource Center staff, NYLAG Financial Counselors, and community partners to support client engagement and service connection.
Recruit clients through outreach, presentations and community events.
Assist in organizing and facilitating workshops on benefits, financial capability and available resources.
Document services, referrals, financial goals, stabilization activities, and client outcomes.
Participate in supervision, quality improvement, and training.
Attend staff meetings, community meetings, case conferences, training programs and supervision meetings.
Work as a member of an active team and respond with flexibility to a fluid and evolving program environment.
Assist in maintaining program office space and assist clients who visit the office.

Requirements

Associate degree in Human Services, Social Work, Psychology, Business, Financial Counseling or related field; OR High School Diploma/GED with 2–3 years of relevant case management and/or financial counseling/coaching experience.
Bilingual English/Spanish required.

Skills

Excellent communication, motivational interviewing and relationship-building skills.
Strong knowledge of public benefits and entitlement programs.
Experience working with vulnerable populations in a community-based setting.
Ability to multi-task & work in a fast-paced environment.
Strong critical thinking, organization and documentation.
Proficient in Microsoft Office programs, especially Outlook, Word and Excel.
Able to enter, manage and analyze data in spreadsheets and pull reports.
Able to use or learn electronic databases such as Single Stop.

Location

New York, NY

Work Type

Onsite
Full-time

Experience Level

2-3 years of relevant case management and/or financial counseling/coaching experience

Education Level

Associate degree in Human Services, Social Work, Psychology, Business, Financial Counseling or related field
High School Diploma/GED

Salary/Compensations

$50,251.98 - $55,000.00

About the Company

Goddard Riverside's Resource Center programs are in Central and West Harlem.
The Resource Center helps low-income individuals and families’ access and receive entitlements, benefits, and resources.
The Resource Center also offers an array of services including, but not limited to, benefits screening, financial counseling, legal consultation and referrals to support services in the community and city wide.

Equal Opportunity

Goddard Riverside and Isaacs Center provide equal employment opportunities to employees and applicants for employment without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, sexual orientation, gender identity or any other characteristic protected by federal, state, or local law.