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Senior Product Manager · San Francisco Bay Area · Open to remote

Nathan Potter

Senior product manager with 7+ years across clean-energy lending, embedded finance and institutional crypto banking, often stepping into whichever role the team needed most.

I turn messy, high-stakes workflows into products that scale.

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Curated for Fintech roles

Regulated financial products: lending, embedded finance and institutional crypto banking.

Same CV, re-cut: the results that matter most for this kind of role come first, and everything else is folded underneath.

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Career arc

Three industries, one kind of problem: regulated, high-stakes workflows that have to scale.

  1. 2018 – 2023Clean-energy lendingMosaicProduct Analyst to Product Manager on the platform behind $70MM+ in monthly originations.
  2. 2023Embedded financejarisOriginations: a new payment-collection product, and model-risk procedures.
  3. 2025 – nowInstitutional crypto bankingAnchorage DigitalClient onboarding and risk at a federally chartered bank.

Experience

One card per result. The number first, the full line under Detail.

12 of 20 results up front for Fintech. The rest are one click away.

Anchorage Digital · federally chartered bank

Senior Product Manager, Client Onboarding & Risk Platform
Jan 2025 – present

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.

  • 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.

Show 5 more from Anchorage Digital
  • 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.

jaris · embedded finance

Senior Product Manager, Originations
Mar 2023 – Dec 2023
  • 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.

  • 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.

Show 1 more from jaris
  • +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%.

Mosaic · clean-energy financing

Product Analyst → Product Manager
Oct 2018 – Mar 2023

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

  • 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.

Show 2 more from Mosaic
  • 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.

How I work with AI

I leverage AI to move quickly through research, analysis and prototyping so I can focus on deeply understanding the problem, driving enthusiastic alignment, and making the right decisions.

Builds

Interactive things I've built on my own time. Try them.

All builds
Job-fit assessmentNot built yet Paste a job description. It reads the fit against this CV and cites the evidence. See the placeholder DPR calculatorNot built yet Damage per round for 5e-compatible games: expected damage from an attack routine against a given armour class. See the placeholder

Skills

Core strengths

First-principles critical thinking · Curiosity and growth mindset · Decision-making · Problem framing · Clear written and executive communication · Team leadership and mentorship · 0→1 and scale-up delivery · AI-native workflows

AI

Claude CodeClaude (projects, skills, artifacts)ChatGPTGemini

Technical

SQLPythonJavaScript/ReactRetoolZapierGlideFigmaTableauJiraConfluenceLinearNotionLaunchDarkly

Product practice

Product strategy and roadmappingPrioritizationStakeholder managementProduct discoveryAgile / ScrumData analysisA/B testing with feature flagsProcess automationPlatform modernizationPartnerships

Domain and regulatory

Client onboarding and KYC/KYBFinCEN CDD RuleSanctions screening (OFAC)W-8/W-9 tax documentationFATCACRSTruth in Lending (TILA)Financial privacy regulationsCCPAGLBARegulatory complianceLending and originations

Education

University of OregonBA, Political Science, Minor in Mandarin
Certified Scrum Product Owner (CSPO)Scrum Alliance

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