Financial Wellness Case Manager (Prosperity Coach)

Since our founding in 1985, New Economics For Women (NEW) has maintained that economic stability and mobility is a fundamental human right. Standing in the way of that right is a complex system of barriers that keeps underserved families, particularly women and children, in a cycle of generational poverty. Over the last 35+ years, NEW has addressed this complex system of barriers, and continues to deliver on its mission to spark economic mobility through wealth creation programs, services, housing, education, entrepreneurship and advocacy for economic justice. As of 2021, NEW has evolved to annually serve nearly 17,000 people and has developed over 1,600 units of affordable housing across 15 housing developments, built and rehabilitated 110 affordable single-family homes, built more than 200,000 square feet of community, public school and health clinic space, and created two high-performing charter elementary schools. We are invested and proud of our model and position to drive forward innovative solutions that help families experience economic mobility. Join our team of champions for economic justice!

Reports to:
Kids First Program Manager
$70,000 – $80,000 (100% FTE) $33.65- $38.46 per hour
Employees to be supervised:
Work Hours:
Monday – Friday 40 hours/ week, some evenings and weekends required

Position Summary

Kids First is a City of Los Angeles program that seeks to improve educational outcomes of housing insecure students in the San Fernando Valley. The program achieves this through a partnership between LAUSD, North Valley Caring Services, and New Economics for Women in which collaborative case management and wrap around services including basic needs, mental health resources, financial wellness coaching, and academic assistance navigation are provided to break barriers that impede academic success and overall wellbeing for families.

Case Management is a primary function of the Kids First Project, and at New Economics for Women (NEW), Case Managers facilitate this function. A Case Manager engages customers using a holistic framework to assess customers’ needs and goals. Utilizing a strength-based approach and financial coaching strategies, Case Managers will facilitate pathways to prosperity by connecting the customer’s values and skills to their goals and financial capability. All Prosperity Coaches must understand the Kids First Project purpose, vision, and objectives, be knowledgeable of services and resources, and engage in the following activities: outreach, intake/assessments, referrals, collaborative case management, and customer follow up. As an ambassador for the organization, this person is also responsible for actively supporting the overall mission and vision of NEW.

Duties and Responsibilities

Financial Wellness Related Services & Responsibilities:

  • Educate & coach families as it relates to financial capability, including but not limited to budgeting, spending plans, savings, and debt management.
  • Educate and coach families as it relates to employment, including but not limited to available job opportunities, resume writing, interview skills, and job readiness.
  • Educate families as it relates to housing search best practices, housing rights, landlord/tenant relations, and housing loss prevention in accordance with budgeting practices.
  • Build and maintain ongoing knowledge on changing employment and housing opportunities in the San Fernando Valley Community.
  • Build and Maintain relationships with partner agencies, potential employers, housing providers, and other community stakeholders that contribute to financial and housing stability for Kids First clients.

Case Management Responsibilities:

  • Apply a strength-based approach to working with individuals and families experiencing homelessness.
  • Create budgets, SMART goals, and action plans to meet these goals with participating families as a form of homelessness prevention and intervention that leads to increased economic mobility for the family unit.
  • Carry a caseload of 15-25 families and ensure that they are connected to inter and intra agency services in the collaborative and referred to outside agencies as needed.
  • Attend Weekly Case Conference prepared to share
  • Identify interventions to reduce barriers to parent participation in academic success and to improve educational (attendance/grades) outcomes.
  • Promote active participation in the achievement of identified goals through authentic, supportive, and encouraging relationships.
  • Call and connect with families on a weekly basis or as often as needed to accomplish established goals.
  • Conduct: Intakes, Financial Assessments, referrals, budgets, SMART goals, outreach, data
    entry, and case notes/file management.

General Customer Support:

  • Help to create and maintain a welcoming, orderly, and neat environment.
  • Greet and assist individuals with exceptional customer service.
  • Assist with general customer applications and referrals.
  • Ensure customer file contains complete and updated information to include, but not limited, assessments, referrals, services, and case notes.
  • Maintain a working knowledge of in-house and community resources.
  • Other responsibilities as delegated by Program Manager.

Qualifications and Experience

  • Experience in social services/community engagement and a passion for addressing poverty & homelessness
  • Possess thorough knowledge of laws, regulations and guidelines related to confidentiality
  • Excellent and effective public speaking and presentation skills in English and Spanish
  • Ability to coordinate multiple assignments and prioritize as needed
  • Ability to handle sensitive and confidential issues in a professional manner
  • Ability to manage crisis situations
  • Ability to work independently as well as in a collaborative setting
  • Residency in and /or familiarity with the target area and its cultural diversity
  • Excellent knowledge of word processing tools and spreadsheets (MS office word, excel, access, etc…)
  • Working knowledge of office equipment and computer hardware and peripheral devices
  • Attention to detail when entering data


  • Bachelor of Arts degree in Social Work, Sociology, Human Services, Psychology, or related field
  • Minimum three (3) years of experience as a Case Manager (experience in working with families & youth)

Additional Requirements

  • Must have a valid California Driver’s License, Liability Insurance, and an automobile in good working condition
  • Fingerprinting and TB Clearance
  • CPR/First Aid Certification is a plus
  • Flexible with working hours, including evenings and weekends.
  • Fluent in Spanish Required
  • Able to Facilitate in Spanish and English

New Economics for Women (NEW) is an equal opportunity employer.

For additional information you may contact NEW Human Resources:

303 Loma Drive, Los Angeles, CA 90017
(213) 483-2060 Ext-311  | [email protected]

Apply Now

Get Help

Contact New Economics for Women by calling at:

 (213) 483-2060

or by visiting us at:

303 S. Loma Drive
Los Angeles, CA 90017

Contact NEW’s FamilySource Center at:

(818) 887-3872

or visit us at one of our locations:

21400 Saticoy Street
Canoga Park, CA 91304

6946 Van Nuys, Ste. 220
Van Nuys, CA 91405

Contact East Los Angeles BusinessSource Center at:

(323) 568-1520

1780 East First Street
Los Angeles, CA 90033

Contact NEW Women’s Business Center at:

(818) 650-1168

or visit us at one of our locations:

21400 Saticoy Street
Canoga Park, CA 91304

554 W. Lancaster Blvd.
Lancaster, CA 93534

6946 Van Nuys, Ste. 220
Van Nuys, CA 91405