Steve Miller
Head of Sales, Independent Broker-Dealer Channel
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 serves as Head of Sales for the IBD Channel at SEI, where he leads the national sales organization responsible for driving growth and developing new advisory relationships across the independent broker-dealer channel.
Most recently, Steve oversaw new business sales nationally within the IBD channel, leading teams focused exclusively on expanding SEI’s footprint with independent broker-dealers. Prior to that, he led the Central Region, overseeing both new client development and relationships with some of SEI’s largest advisory firms. Earlier in his career, Steve served as Regional Director, focused on cultivating new advisor relationships throughout much of the Midwest.
Since joining SEI in 2006, Steve has held a range of leadership and client-facing roles within 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.
