Consultant, Capital Advisors

General information

Name Consultant, Capital Advisors Posting Title Associate, Capital Advisors - Originations Ref # 2235704 Date Published Wednesday, August 27, 2025 City Charlotte State North Carolina Country United States Job Category Capital Advisors Office Capital Advisors (Forvis) 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 team’s strategic growth objectives. The Associate will play a key role in shaping the team’s 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.