Nathan Potter

Moved from Client Insights & Automation to take over Client Onboarding & Risk when the team needed a PM to lead it. Onboarding serves institutional clients worldwide across Anchorage’s US, Singapore and Cayman Islands entities.

• 4×Scale

  Client onboarding throughput, ~265 → 1,000+ a quarter, in a year

  Detail

  Quadrupled throughput of a complex, high-stakes client onboarding workflow (~265 → 1,000+ completed per quarter) within a year of taking over the squad.

• 4.5 daysAutomation

  Average handle time, cut by automation while volume quadrupled

  Detail

  Drove onboarding automation (partner verification reliance, automated document collection, reusable questionnaires), bringing average handle time down to 4.5 days while quarterly volume quadrupled.

• Same day0→1

  New product lines approved same day, without a multi-day re-application

  Detail

  Shipped progressive onboarding, letting existing clients add a product line by reusing what they've already provided. A multi-day application became same-day approval with no new questions, and clients using more than one product line grew ~30% after launch.

• 8 Person SquadLeadership

  (7 eng, 1 design), aligned with 5 compliance and ops teams

  Detail

  Lead an 8-person squad (7 engineers, 1 designer), aligning priorities across compliance, sanctions, financial intelligence, due-diligence operations and periodic client review.

• 15–20AI

  Teammates querying a Claude knowledge system I built

  Detail

  Built Claude-based team tools: a knowledge system that auto-files meeting notes (escalating uncertain cases for review) and makes PRDs and discovery docs queryable for 15–20 teammates.

• 3 squadsAI

  adopted an interactive roadmap artifact I built with Claude Code.

  Detail

  Built a live, clickable roadmap with embedded prototypes and easy cross team syncing for the latest true snapshot. It was adopted by 3 product squads in place of slide decks.

• 62 traineesLeadership

  New product, design and eng hires trained on org-wide standards

  Detail

  Co-developed org-wide product development standards (PRD templates, lifecycle expectations, training materials) and ran onboarding training for 62 new product, design and engineering hires.

• RefactorPlatform

  Re-architecting the core onboarding platform, live ops untouched

  Detail

  Product support and championship of a re-architecture of the core onboarding platform (data-model redesign, account migration, legacy retirement) with no disruption to live operations.

• +139.9%Scale

  Kept AML case operations scaling through a 139.9% volume rise

  Detail

  Supported compliance operations through a 139.9% rise in comparable alert and case volume versus the same-length period before I joined. All of it ran through the case-management system I administer, while I shipped workflow optimizations and Slack automations to ensure the team could continue to scale volume.

• 2×Partners

  Major partnerships, from a new payment-collection product

  Detail

  Launched a payment-collection product with two new partners, doubling major partnerships in its B2B2B model.

• +25%Built it myself

  Operator efficiency from Retool tools I built and shipped

  Detail

  Personally built production back-office tools in Retool, wired to live databases with read/write logic, replacing a legacy interface and raising operator efficiency 25%.

• SR 11-7Risk

  Model-risk procedures that made lending models audit-ready

  Detail

  Led data, underwriting and compliance teams to create SR 11-7 model-risk procedures, making lending models audit-ready.

Owned product areas end to end from the start, with the same scope as the PM team; the Product Manager title came later.

• 0→10→1

  Leasing point of sale with a top-5 US HVAC maker, 8 states at launch

  Detail

  Led the 0→1 launch of a leasing point-of-sale product with a top-5 US HVAC manufacturer, live in 8 states at launch.

• SoloBuilt it myself

  Built the origination tool as PM, designer and engineer

  Detail

  Built the origination tool single-handedly as PM, designer and engineer (Glide, Zapier, Google Sheets, SignNow); it became the model for the next-gen platform.

• 2 monthsPartners

  B2B2C origination partnership with a $200B-asset partner

  Detail

  Delivered a B2B2C origination partnership with a $200B-asset partner in 2 months.

• $70MM+Scale

  Monthly originations on the platform I product-owned

  Detail

  Product owner and scrum master for a 9+ person global team running the platform behind $70MM+ in monthly originations.

• +9%Scale

  Partner approval rates QoQ, from funnel analytics

  Detail

  Formed and led a 7-person cross-functional team that used onboarding funnel analytics to lift partner approval rates 9% QoQ.

• ~40%Partners

  Of the solar business, from a distributor I helped onboard

  Detail

  Designed a cross-team cash-flow process to onboard a new distributor that grew to ~40% of the solar business.

• −90%Automation

  Funding-approval turnaround for the largest partners

  Detail

  Cut funding-approval turnaround 90% for the largest partners by removing manual review steps.

• 60%+Partners

  Of loan volume covered by white-glove API partner support

  Detail

  Launched white-glove support for API-integrated partners (60%+ of loan volume) to retain Tier-1 partners.