Jon Balkaran
Rock Hill,SC
Summary
Relationship Management Leader with 14+ years of experience overseeing large institutional partnerships across fintech, wealth management, and blockchain infrastructure. Proven ability to strengthen enterprise relationships, improve product adoption, manage high-value accounts, and support successful onboarding of institutional clients.
Crypto-native since 2017 with experience supporting DeFi, automated trading, and Web3 SaaS platforms. Skilled at cross-functional communication between engineering, compliance, sales, and institutional partners.
Overview
17
17
years of professional experience
Work History
Web3 Consultant and Marketer
Freelance
01.2017 - Current
- Supported institutional and crypto-native partners with messaging, onboarding, user education, and adoption.
- Help lead the ideation and project management of Web3 tools
- Consulted on staking communications, DeFi education, and enterprise Web3 product rollout.
- Built long-term relationships with founders, trading firms, blockchain teams, and high-value clients.
- Delivered whitepapers, GTM strategy, documentation, and customer success frameworks for Web3 platforms.
Institutional Advisory Consultant
LPL Financial
01.2013 - 01.2017
- Helped institution's of $50M+ AUM service their book of business (banks, private wealth groups, family offices).
- Maintained 100% institutional retention while firm grew from $600B to $1.5T AUM.
- Served as primary relationship liaison for enterprise onboarding, training, and platform adoption.
- Collaborated with engineering, product, and compliance to improve advisor platform performance and CX.
Early Device Specialist
Sprint
01.2011 - 01.2013
Sales Representative
Convergys / AT&T
01.2009 - 01.2011
Education
Harvard PMP Online Program -
Harvard
Certified Customer Success Manager -
Success Coaching
Diploma - Business Administration
Fred T. Foard High School
Small Business Development - undefined
Catawba Valley Community College
Skills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
- Integrity and honesty
- Analytical thinking
- Customer relationship management
- Project leadership
- Public speaking
- Project management
- Salesforce (CRM)
Timeline
Web3 Consultant and Marketer
Freelance
01.2017 - Current
Institutional Advisory Consultant
LPL Financial
01.2013 - 01.2017
Early Device Specialist
Sprint
01.2011 - 01.2013
Sales Representative
Convergys / AT&T
01.2009 - 01.2011
Diploma - Business Administration
Fred T. Foard High School
Small Business Development - undefined
Catawba Valley Community College
Harvard PMP Online Program -
Harvard
Certified Customer Success Manager -
Success Coaching
CORE COMPETENCIES
- Institutional Relationship Management
- High-Net-Worth Client Success & Partnerships
- Blockchain & Web3 Institutional Strategy
- Product Adoption & Enterprise Onboarding
- SaaS / Fintech Customer Success
- Compliance
- AML
- FINRA/SEC Coordination
- Sales Engineering Collaboration
- CRM (Salesforce)
- Reporting
- Risk Review
CRYPTOCURRENCY & WEB3 EXPERIENCE
- Supported institutional-grade adoption for clients across DeFi, automated trading, and Web3 SaaS.
- Helped the world’s largest automated crypto trading company double its customer base and revenue.
- Led growth and built the entire crypto department for the largest global CFD broker review platform.
- Worked with 100+ clients across DeFi, NFTs, Ordinals, staking tools, and blockchain infrastructure.
- Bridged communication between engineering teams and institutional clients to support adoption and scalability.
COMPLIANCE & RISK EXPERIENCE
- Former AML-certified professional with hands-on FINRA and SEC exposure.
- Reviewed and monitored ACH transfers, domestic/international wires, and suspicious activity.
- Worked closely with internal compliance and money-movement desks to maintain regulatory alignment.
- Supported auditing, documentation, fraud detection, and escalation procedures.