Associate, Capital Advisors - Originations

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2235704

Position Title:

External Description: 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.
• 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:

• Bachelor's 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

#LI-CLTSP, #LI-CLTU

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City: Charlotte

State: North Carolina

Community / Marketing Title: Associate, Capital Advisors - Originations

Location_formattedLocationLong: Charlotte, North Carolina US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.