Steve Miller
- title
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Managing Director, New Client Team
- areas of expertise
- Consulting with advisory firm business owners regarding strategy and vision
Business and technology solutions for advisors
Coaching and mentoring SEI’s relationship management teams
Steve Miller leads the new advisor (IBD) national sales team for SEI’s independent advisor business, responsible for the development of new advisory relationships for SEI in the independent broker-dealer channel.
Previously, he led the Central Region, overseeing both new advisor relationships as well as SEI’s largest advisor relationships. Prior to that, Steve was the regional director responsible for cultivating new advisor relationships for SEI throughout much of the Midwest. Steve joined SEI in 2006 and has held numerous roles in the Advisor business, including Internal Account Executive, Relationship Manager, and Regional Director.
Steve earned a Bachelor of Arts in Government and Law from Lafayette College. He is a CFP practitioner and holds FINRA Series 7 and 66 licenses.
