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Higher Ground IHS

Self-Direction Budget Specialist

city of albany, NY

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Job description

Benefits

Competitive salary

Dental insurance

Paid time off

Wellness resources

Position Title

Agency Broker / Self-Direction Broker

Location

Albany, NY & Surrounding Capital Region Areas Hybrid/Community-Based Position

Employment Type

Full-Time / Part-Time Available

About Higher Ground IHS

Higher Ground Integrated Human Services (IHS), Inc. is a person-centered organization dedicated to empowering individuals with developmental disabilities and their families through innovative and community-focused services. We are committed to helping individuals achieve independence, inclusion, and meaningful life goals through quality support services.

Position Summary

Higher Ground IHS is seeking a knowledgeable, organized, and compassionate Agency Broker to support individuals enrolled in New York State OPWDD Self-Direction services. The Agency Broker will assist individuals and families with developing, implementing, and maintaining Self-Direction budgets and services while ensuring compliance with OPWDD regulations and person-centered planning principles.

This role requires strong communication skills, attention to detail, advocacy, and the ability to work collaboratively with families, care managers, Fiscal Intermediaries, and community providers.

Key Responsibilities

Assist individuals and families in understanding OPWDD Self-Direction services and options

Develop and maintain person-centered Self-Direction budgets

Support completion and submission of Self-Direction documentation

Assist with staffing plans, community supports, and individualized goals

Coordinate with Care Managers, Fiscal Intermediaries, brokers, and providers

Monitor budget utilization and service implementationEnsure ongoing compliance with OPWDD guidelines and timelines

Maintain accurate and timely documentation and case notes

Support participants with community integration and resource navigation

Attend Life Plan meetings and interdisciplinary team meetings as needed

Educate families regarding Self-Direction rules, flexibility, and responsibilities

Qualifications

Preferred

Experience working with OPWDD Self-Direction services

Knowledge of OPWDD regulations and Medicaid Waiver services

Experience with person-centered planning

Strong organizational and communication skills

Ability to manage multiple cases and deadlines

Proficiency in Microsoft Office and electronic documentation systems

Minimum Requirements

High School Diploma or GED required

Associate’s or Bachelor’s degree in Human Services, Social Work, Psychology, or related field preferred

Valid NYS Driver’s License and reliable transportation

Ability to travel locally within the Capital Region

Background check and required clearances

Preferred Experience

Support Broker or Brokerage experience

FI or Care Coordination experience

OPWDD service documentation

Community habilitation or employment services

Family support advocacy

Compensation & Benefits

Competitive pay based on experience

Flexible scheduling opportunities

Professional development and training

Supportive team environment

Opportunity for growth within the organization

Why Join Higher Ground?

At Higher Ground, we believe in empowering both the individuals we support and the staff who make the work possible. Join a mission-driven team focused on innovation, advocacy, and meaningful community impact.

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