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Consultant, Capital Advisors
Job Location:
Job Location:
Charlotte, NC - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
29 August 2026 (7 days ago)
Posted:
Application Deadline:
26 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
General information
Name
Consultant Capital Advisors
Posting Title
Associate Capital Advisors - Originations
Ref #
Date Published
Wednesday August 27 2025
City
Charlotte
State
North Carolina
Country
United States
Job Category
Capital Advisors
Advertised Location
US-NC-Charlotte US-NC-Charlotte
Working time
Full Time
Description & Requirements
The Capital Advisors team provides investment banking and strategic advisory services to help businesses unlock value through customized liquidity and growth strategies. Specializing in mergers and acquisitions capital formation and succession planning the team serves family-owned entrepreneur-led and closely held businesses with objective high-quality financial advice. By listening closely to clients goals and tailoring solutions to fit their vision Capital Advisors deliver strategic guidance that drives long-term success.
What You Will Do:
Develop lead and execute all marketing business development and client engagement initiatives for Forvis Mazars Capital Advisors Investment Banking team. This role is designed to enhance client retention drive new deal origination and support the teams strategic growth objectives. The Associate will play a key role in shaping the teams external presence managing outreach efforts and coordinating high impact events and materials that support transaction execution and pipeline development.
- Contribute to strategic planning for the Investment Banking team with a focus on expanding sell-side M&A deal flow and deepening client relationships.
- Develop and implement a comprehensive and impactful marketing and branding strategy to position the team effectively in the market and attract new mandates.
- Create and manage external marketing materials including pitch books transaction announcements and client engagement collateral.
- Lead targeted outreach efforts to corporate executives wealth advisors law firms and other key market participants. Build and maintain strong relationships with internal stakeholders and referral sources to support new business generation.
- Stay current on all relevant investment banking services with a focus on middle-market M&A advisory. Complete ongoing professional development and regulatory education as required.
- Plan and execute client-facing events including industry roundtables networking receptions and co-branded functions with strategic partners.
- Manage CRM systems and tracking tools to monitor business development activity prospect engagement and deal pipeline metrics.
Minimum Qualifications:
- Bachelors degree in Finance Economics Accounting or related field
- Minimum of two (2) years of marketing business development or client engagement experience within investment banking or a related financial services environment.
- Proven ability to manage complex projects and lead cross-functional initiatives.
- In depth understanding of FINRA advertising and communications compliance requirements.
- Exceptional written and verbal communication skills with experience in developing high-impact presentations and client materials.
- Demonstrated success in planning and executing strategic client events and engagements.
Preferred Qualifications:
- Masters Degree in Business Administration
- Active FINRA Series 63 and Series 79 licenses.
- Experience supporting M&A advisory teams particularly in middle-market or sector-specific transactions
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Required Experience:
Contract
About Company
Ranked among the largest public accounting firms in the United States, Forvis Mazars is dedicated to providing an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services in all 50 states and internationally. Visit forvismazars.us to learn more.
